Professional Advisor Insights
7 September 2022
Inherited IRAs, Highly-Appreciated Stock, Interest Rate Hikes & IRS Audits
Qualified Charitable Distribution
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
Giving Tips
29 October 2021
How a Qualified Charitable Distribution (QCD) Can Boost Your Giving Strategy
Giving Tips
25 October 2021
4 Ways to Maximize Your Charitable Giving Deductions Before 2021 Ends
Professional Advisor Insights
28 June 2021
Is a Qualified Charitable Distribution (QCD) Right for my Client?
Giving Tips
8 November 2020
RMDs & QCDs: CARES Act Implications for Your Charitable Giving
