News & Insights

As you work with your charitable clients, keep in mind that the Foundation can help bolster clients’ trust in their favorite nonprofits.

In the wake of the California wildfires, your clients are eager to support the communities affected, and we’re here to help make that impact possible

In the wake of the California wildfires, your clients are eager to support the communities affected, and we’re here to help make that impact possible

In the wake of the California wildfires, your clients are eager to support the communities affected, and we’re here to help make that impact possible

In the wake of the California wildfires, your clients are eager to support the communities affected, and we’re here to help make that impact possible

To assist with charitable giving during tax season, we’ve outlined tips for three scenarios where the Foundation can help.

As the hub for your clients’ charitable giving, our tools and team are here to help them achieve their goals, locally and globally.

A recent Wall Street Journal article sheds light on the ways charitable giving can have positive effects on both mental and physical health.

You and your clients will both be glad you planned ahead to help their favorite organizations fulfill their missions throughout the year.

Here are three outcomes of tax policy developments this year.

To get your wheels turning, here are three scenarios that have popped up frequently over the last few weeks.

Please reach out with any of your charitable giving questions, including the most common questions about QCDs.

As you and other tax planning professionals watch and wait, it is important to keep charitable planning high on your list of strategies.

Please reach out to our team to discuss the ways your clients can support causes that align with their values, creating a lasting legacy.

The November 2024 elections will not immediately change estate tax laws, and it’s a long road from here to there.