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Qualified Charitable Distribution

Professional Advisor Insights

4 April 2024

Numbers Talk, Benefits of Legacy Funds & Philanthropy in the Spotlight

Couple looking at paperwork with advisor

Professional Advisor Insights

11 March 2024

Tax Return Reviews & A Primer on Types of Charitable Funds

Professional Advisor Insights

6 February 2024

Gearing Up for Tax Time, Charitable Gift Annuities & a Love for Local

Senior couple, financial advisor and paperwork in discussion for budget or retirement plan at home. Happy elderly man and woman with consultant or lawyer and documents for planning

Professional Advisor Insights

9 January 2024

Spotting Client Opportunities, Unrestricted Giving & Tax Trends to Watch

Giving Tips

1 November 2023

7 Tax-Smart Charitable Giving Tips Before 2023 Ends

Great granddaughter kissing great grandmother on cheek

Professional Advisor Insights

12 October 2023

What’s Deductible, Donor-Advised Fund Options & Serving Female Clients

Giving Tips

3 October 2023

How a Qualified Charitable Distribution (QCD) Can Boost Your Giving Strategy

Professional Advisor Insights

11 September 2023

Smart Disaster Giving, Appreciated Stock & Business Sales

Professional Advisor Insights

7 July 2023

AI & Philanthropy, Catch-Up Contributions & QCDs

Professional Advisor Insights

12 June 2023

DAFs for Clients, Giving Stock or Cash in 2023 & Navigating Multi-Generational Family Philanthropy

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In Memory of Simon Silva

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63303

Engaging Your Board in Fund Development

Speaker: Bill Stanczykiewicz, Ed.D., Senior Assistant Dean for External Relations, Indiana University Lilly Family School of Philanthropy

Stewardship & Engagement: Increasing Donor Loyalty

Speaker: Muhi Khwaja, MPA, CFRE, CFRM, Trainer, Fundraising Academy and Co-Founder, American Muslim Community Foundation

Takeaways:

Download the Essential Guide to Donor-Advised Funds

Download the Nonprofit Giving Guide

Download the Charitable Legacy Guide

Subscribe to our Newsletter

Download the Private Foundation Brochure

Download the Open a Charitable Fund Brochure

Download the Custom Corporate Giving Guide

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Download the Essential Guide to Donor-Advised Funds

Download the Custom Corporate Giving Guide

Download the Private Foundation Solution Brochure

Download the Planned Giving Guide

In Memory of Simon Silva

San Diego Fundraising Conference

Download the Charitable Legacy Guide

Download the 10 Steps to Accept Real Estate Gifts Checklist