News & Insights

For advisors, Wells is a valuable reminder that the mechanics of charitable giving deserve just as much attention as the strategy.

Retirement assets are becoming an increasingly important part of charitable planning. Here are two distinct charitable options you should offer to your clients.

Five important items to include in your client conversations as you help clients prepare for December 31 deadlines.

Familiarize yourself with the benefits of donating closely-held business interests.

Advisors are leveraging QCDs to meet clients’ financial and charitable goals amid evolving legislation.

Donor Advised Funds offer flexibility for managing charitable giving and achieving philanthropic goals effectively.