Giving Tips
1 November 2026
8 Tax-Smart Charitable Giving Tips Before 2026 Ends
Qualified Charitable Distribution
Giving Tips
20 October 2026
How a Qualified Charitable Distribution (QCD) Can Boost Your Giving Strategy
Professional Advisor Insights
12 October 2026
Year-End Checklist, IRA Legacy Giving and a Costly Documentation Gap for 2026
Professional Advisor Insights
4 September 2026
Estate Planning Conversations, Government Securities & Charitable Planning Trends
Professional Advisor Insights
2 April 2026
We’re here for you.
Professional Advisor Insights
12 February 2026
Life’s Changes, 2025 Gift Postmarks & an Overlooked Asset in Charitable Giving
Professional Advisor Insights
12 January 2026
Your 2026 Charitable Checklist, Keeping Up with DAFs & QCD Case Study
Professional Advisor Insights
5 September 2025
One Big Beautiful Bill, QCDs and Corporate Giving
Professional Advisor Insights
7 May 2025
Charitable Remainder Trusts, Private Foundations & Focusing on Philanthropy
Professional Advisor Insights
19 February 2025
Tax Scenarios, Giving Local & Wise Giving During a Crisis