News & Insights

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.

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

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.

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

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

Please reach out to the Foundation to learn how Legacy Funds and other planning tools can help your clients achieve their charitable goals both during their lifetimes and beyond. 

The Foundation is happy to discuss the various tax-savvy options for charitable giving in any client situation.

A few pointers to keep handy as you inform your clients about changes for 2024.

We can help advisors create opportunities to discuss philanthropy with clients and their children and grandchildren.

Here are four characteristics of retirees and their charitable giving situations.

Make sure your clients are aware of specific parameters around tax deductibility.

Take a look at the Charitable Act and stay up to date on the latest IRS regulations.