Professional Advisor Insights
9 January 2023
New Laws for QCDs, Changes for CGAs and Smart Charitable Strategies for 2023
Qualified Charitable Distribution
Professional Advisor Insights
5 December 2022
AMPlifying Giving Season, Donor-Advised Funds and QCDs
Giving Tips
26 October 2022
6 Ways to Maximize Your Charitable Giving Deductions Before 2022 Ends
Professional Advisor Insights
10 October 2022
Charitable Giving in a Bear Market, Hurricane Relief & Nonprofit Sector Insights
Professional Advisor Insights
7 September 2022
Inherited IRAs, Highly-Appreciated Stock, Interest Rate Hikes & IRS Audits
Professional Advisor Insights
17 August 2022
Can Clients Donate from an IRA to a Community Foundation?
Professional Advisor Insights
9 August 2022
Bequests, Legislative Updates & Gifts of Farmland
Professional Advisor Insights
6 July 2022
Tax Strategies for Younger Clients, the Community Foundation Edge & QCD Enhancements
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
