News & Insights

Explore nine recent articles that caught our attention and learn why they should catch yours.

Not all government securities are created equal when it comes to charitable giving. Learn why marketable Treasury securities and savings bonds can present very different charitable and tax planning considerations.

National Estate Planning Awareness Week is October 19 through October 25, and charitable giving has been part of its focus from the very beginning. We’re sharing 13 simple words that can open an important conversation with your clients.

Bunching is not the only technique to be aware of well before year-end!

By working with the Foundation, you can leverage our nonprofit expertise and connections to help establish lasting client relationships that connect them to the causes they care about and make an impact in our community for years to come.

Our team works with gifts of appreciated securities every day and can help facilitate smooth transfers.

Donor Advised Funds and other charitable vehicles are smart options for families to consider.

Keeping up with the latest charitable planning trends can help advisors strengthen client relationships and maximize philanthropic impact.

As business owners prepare for succession, early charitable planning can help align financial goals, family values, and community impact.

As philanthropy evolves, advisors who stay ahead of trends can deliver more meaningful guidance to charitable clients.

When IPOs create new wealth, early charitable planning can help clients maximize both tax benefits and community impact.

Advisors are revisiting charitable gift annuities and charitable remainder trusts to help clients combine lifetime income with charitable giving.

QCDs allow eligible clients to donate directly from an IRA to a qualified charity, supporting charitable goals while potentially lowering adjusted gross income.

While advisors may already be deeply familiar with the latest tax law changes, many clients are only now beginning to understand how the updates could affect their financial and charitable planning.

A recent IRS ruling is drawing fresh attention to charitable lead annuity trusts, a powerful giving tool that can help charitably inclined clients support causes they care about while planning for the future.