Noticias

Keeping up with the latest charitable planning trends can help advisors strengthen client relationships and maximize philanthropic impact.

As business owners prepare for succession, early charitable planning can help align financial goals, family values, and community impact.

As philanthropy evolves, advisors who stay ahead of trends can deliver more meaningful guidance to charitable clients.

When IPOs create new wealth, early charitable planning can help clients maximize both tax benefits and community impact.

Advisors are revisiting charitable gift annuities and charitable remainder trusts to help clients combine lifetime income with charitable giving.

QCDs allow eligible clients to donate directly from an IRA to a qualified charity, supporting charitable goals while potentially lowering adjusted gross income.

While advisors may already be deeply familiar with the latest tax law changes, many clients are only now beginning to understand how the updates could affect their financial and charitable planning.

A recent IRS ruling is drawing fresh attention to charitable lead annuity trusts, a powerful giving tool that can help charitably inclined clients support causes they care about while planning for the future.

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.