Professional Advisor Insights
6 July 2022
Tax Strategies for Younger Clients, the Community Foundation Edge & QCD Enhancements
Donor-Advised Funds
Professional Advisor Insights
13 June 2022
Retirement Plan FAQs, Playbook for DAFs & Giving as a Wealth Strategy
Professional Advisor Insights
10 May 2022
QCDs, NIMCRUTS & Social Consciousness for Today’s Advisors
Giving Tips
25 October 2021
4 Ways to Maximize Your Charitable Giving Deductions Before 2021 Ends
Professional Advisor Insights
6 October 2021
The Value of Donating Appreciated Securities to a Donor-Advised Fund
Professional Advisor Insights
28 June 2021
Is a Qualified Charitable Distribution (QCD) Right for my Client?
Donor Stories
8 June 2021
Donna Marie Robinson Lived Her Life Always Putting Service Above Self
Donor Stories
26 May 2021
Cowan-Novak Family Delivers Generations of Local Impact
Individual & Family Giving
15 April 2021
Channeling Grief into Positive Change
Individual & Family Giving
25 March 2021
Mike House’s Real Estate is the Gift that Keeps on Giving