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Worth a Read
阅读更多：Worth a ReadKeeping up with the latest charitable planning trends c…
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Business Succession Planning: Four Questions and One Word of Caution
阅读更多：Business Succession Planning: Four Questions and One Word of CautionAs business owners prepare for succession, early charit…
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Backdrop Required: Informing Your Work With Charitable Clients
阅读更多：Backdrop Required: Informing Your Work With Charitable ClientsAs philanthropy evolves, advisors who stay ahead of tre…
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IPOs and Charitable Clients: Three Scenarios for Impact
阅读更多：IPOs and Charitable Clients: Three Scenarios for ImpactWhen IPOs create new wealth, early charitable planning …
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Split-interest Charitable Gifts: CGAs and CRTs
阅读更多：Split-interest Charitable Gifts: CGAs and CRTsAdvisors are revisiting charitable gift annuities and c…
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Good News Keeps Coming: Retirement Plans and Charitable Giving
阅读更多：Good News Keeps Coming: Retirement Plans and Charitable GivingQCDs allow eligible clients to donate directly from an …
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Wake Up Call: OBBA Changes and Client Conversations
阅读更多：Wake Up Call: OBBA Changes and Client ConversationsWhile advisors may already be deeply familiar with the …
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Rare But Useful: Planning With Charitable Lead Trusts
阅读更多：Rare But Useful: Planning With Charitable Lead TrustsA recent IRS ruling is drawing fresh attention to chari…
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Calling It Splits: What Happens to Charitable Assets in a Divorce?
阅读更多：Calling It Splits: What Happens to Charitable Assets in a Divorce?Charitable giving during divorce can create unintended …
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Case Study: Charitable Giving in a Down Market
阅读更多：Case Study: Charitable Giving in a Down MarketEven in uncertain markets, strategies like appreciated …
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Transferring a Private Foundation? Remind Clients to Communicate
阅读更多：Transferring a Private Foundation? Remind Clients to CommunicateA Donor Advised Fund can simplify private foundation gi…
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Serving Charitable Clients: Dual Strategies Emerge
阅读更多：Serving Charitable Clients: Dual Strategies EmergeWhether your client is planning a complex gift or just …
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Case Study: Business Owners Exit With a Family Legacy
阅读更多：Case Study: Business Owners Exit With a Family LegacyWhat happens to a family’s legacy after the business is…
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Documentation Is No Joke and Coffee Is Not Milk: Two Important Tax Rulings
阅读更多：Documentation Is No Joke and Coffee Is Not Milk: Two Important Tax RulingsThink your client’s charitable gift is deductible? Two …
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Women and Philanthropy: Four Insights to Inform Your Practice
阅读更多：Women and Philanthropy: Four Insights to Inform Your PracticeHappy Women’s History Month! Let’s reflect on the evolv…