News & Insights

As you talk with clients over the coming weeks, keep in mind that tax laws are always subject to change–and sometimes for the better.

Our team makes it easy for you, as the advisor, to integrate a DAF into a client’s estate plan.

Here are pointers to keep handy as you inform your clients about changes in 2026.

As the year winds down, keep these 10 tips in mind.

We are honored that so many of you place your confidence in the Foundation to steward philanthropy with care and integrity.

Whether or not you have children, the Foundation is a sounding board and resource every step of the way.

Helping clients give smarter, maximize tax benefits, and make a lasting impact with thoughtful solutions for every situation.

With the right planning, your IRA clients can provide for loved ones and make a lasting charitable impact.

Remind your clients that now is a perfect time to check in on their charitable giving plans.

If you run a business, you may have caught wind of the changes to the charitable deduction rules that apply to corporations. These tips are for you

Let’s address five frequently asked questions we’ve been hearing from advisors as you counsel your charitable clients.

From a charitable giving perspective, here is a trio of high-level “must knows.”