You care about making a difference with your giving — maybe for education, the environment, the arts, or helping others gain access to food. But what if your donations could […]
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 […]
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 […]
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 […]