News & Insights

Charitable giving during divorce can create unintended conflict if major gifts or philanthropic funds are established without shared planning and coordination with legal and tax advisors.

Even in uncertain markets, strategies like appreciated stock and QCDs can help clients stay confident, tax-efficient, and committed to their charitable goals.

A Donor Advised Fund can simplify private foundation giving while preserving impact, especially when paired with thoughtful communication to longtime grantees.

Whether your client is planning a complex gift or just starting their charitable giving, our team can help identify the right approach.

What happens to a family’s legacy after the business is sold? Strategic philanthropy can help answer that question

Think your client’s charitable gift is deductible? Two recent rulings highlight why compliance matters.

Happy Women’s History Month! Let’s reflect on the evolving role of women in Philanthropy.

The Foundation is here to help with the charitable aspects of all types of gifts, and real estate is no exception.

If you were surprised by the ripple effect of a small U.S. Postal Service regulation change last year, you are not alone, and here is what to know.

For many clients, generosity is one of the few topics that still feels familiar when everything else is shifting. 

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.