News & Insights

If you only have 60 seconds, we recommend scanning these three quick updates. 

If the client is indeed involved in community organizations, let them know that you are happy to connect them to the team at the Foundation.

We understand the rules inside and out, and we are here to help your clients stay compliant and achieve their charitable goals.

Your clients who support charitable causes may be wondering how the election outcomes might impact their philanthropic plans

Current events and legal developments could impact the way you work with your charitable clients.

Gifts of stock can also help your business owner client achieve charitable goals and avoid estate tax. 

Consider tapping into your clients’ philanthropic interests as a catalyst to motivate them to start addressing year-end planning items right now.

Gifts of real estate can be a wonderful tool for both your client and the nonprofits they want to support through their fund at the Foundation.

We look forward to exploring strategies to help your clients and their families meet financial and charitable goals.

Whether clients choose to give charitably or not depends on a lot of factors.

It is important for advisors to prepare for client discussions and start considering estate planning strategies.

What are the risks involved in mixing business with charitable giving?

How can you overcome this hurdle and help optimize your clients’ charitable giving strategies?

Companies can collaborate with us to support employees in setting up their own DAFs, fostering greater community engagement among staff, which benefits everyone involved.

The Foundation is always happy to work with you to ensure that your clients are maximizing their assets to fulfill their charitable giving goals, both during and after their lives.