News & Insights

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.”

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?