News & Insights

Here are three ways to approach helping a client leverage an investment in artwork for charitable purposes.

Some clients value privacy and choose to keep their giving and financial capacity under the radar.

As always, our Foundation team is honored to be your first call when the topic of charitable giving arises in client conversations.

The OBBBA, with nearly 900 pages of provisions, reshapes policy across major sectors of the U.S. economy.

Don’t you wish you could read your clients’ minds?

Our team is here as a sounding board for everything related to charitable giving.

It’s easier–and more beneficial–than you might think for your client to move a DAF to the Foundation.

Many wealthy individuals build their fortunes through regional business ownership, and with most business owners being charitably inclined, advisors should understand the benefits of donating closely-held business interests.

It’s important to be aware of key components of the bill that could impact estate and financial planning.

Even in uncertain times, philanthropy thrives as clients continue giving, with DAFs growing in popularity, tax changes on the horizon, and long-term strategies gaining traction.

With private foundations growing, many families are shifting to Donor Advised Funds (DAFs) for easier management, tax benefits, and continued charitable impact.

Unlock tax savings and create a lasting legacy with a Charitable Remainder Trust (CRT), the perfect solution for clients looking to donate assets, secure income, and maximize impact!

Like wildflowers, your clients’ private foundation management duties might grow larger than they ever anticipated.

Please reach out to the Foundation team when a client asks about charitable gift annuities or any other type of charitable gift.

To help you evaluate a client’s options, here are three common myths about the differences between private foundations and DAFs.