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Advisor Blog, Featured
May 20, 2024
The Great Wealth Transfer presents opportunities and challenges for families and their professional advisor partners. The question is: is everyone prepared? First, the opportunities: if you are inheriting significant wealth, […]
Advisor Blog
February 3, 2025
In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, many of your clients are understandably eager to provide assistance to those affected. This may […]
Advisor Blog
February 3, 2025
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as […]
Advisor Blog
February 3, 2025
Tax season is a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving topics into your tax season client conversations, we’ve […]
Capital Gazette Column, CFAAC In the News
January 20, 2025
In times of challenge, uncertainty or transition, community foundations can bring people together for a common cause: the community. Community foundations serve as a trusted resource and nonprofit funder so […]