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Donor Advised Funds: Flexible, Tax-friendly, and Just the Beginning
November 3, 2025
As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of Donor Advised Funds is increasing. This is no surprise, considering that these popular vehicles can […]
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Advisor Blog
Bread and Butter Strategy: QCDs for Clients 70-1/2 and Older
November 3, 2025
As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and charitable goals. Provisions enacted as part […]
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Advisor Blog
Rare but Powerful “Charitable Exits”: Know it When You See it
November 3, 2025
If your client base includes business owners, you’re no doubt at least generally aware of the benefits of giving closely-held business interests to charity. Beyond that, though, the details may […]
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Reasons to celebrate
Advisor Blog
Reasons to Celebrate Charitable Giving and Three Steps to Engage Your Clients
October 1, 2025
There’s a lot to celebrate in October, including National Estate Planning Week – October 20-26, 2025. For many attorneys, financial advisors, and CPAs, estate planning is part of your client […]
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