Gifts of real estate: Watch every step
- Aug 26
- 2 min
Less can be more: Charitable giving helps parents pass wealth to children
- Aug 26
- 2 min
Counting pennies: How to counsel frugal yet charitable clients
- Jul 25
- 2 min
Planning for a sunset: Lock in a higher exemption, unlock a legacy
- Jul 25
- 2 min
Mixing business and charity: Keep it ethical, legal, and transparent
- Jul 25
- 2 min
Gifts of appreciated stock: Picking favorites
- Jun 20
- 2 min
Legal developments: We’re watching!
- Jun 20
- 2 min
Left behind? Why companies need philanthropy advice, too
- Jun 20
- 2 min
Advising the charitable millionaire next door
- May 28
- 1 min
What’s caught our attention
- May 28
- 3 min
Celebrate variety: Many assets make great gifts to charity
- May 28
- 2 min
What’s bubbling up: Need-to-know updates on the proposed donor-advised fund regulations
- Apr 8
- 1 min
Charitable planning for wealthy clients: In the spotlight
- Apr 8
- 2 min
“Shell funds” and other handy tools for charitable clients who are planning ahead
- Apr 8
- 4 min
Gifts of appreciated stock: Let the numbers do the talking
- Mar 19
- 2 min
Donor-advised funds: Recommended reading
- Mar 19
- 3 min
Fund types tailored to your client’s charitable goals
- Mar 19
- 2 min
Tax return reviews help clients level up charitable giving plans
- Feb 15
- 2 min
Tips for serving clients who love local
- Feb 15
- 1 min
Use caution when advising clients about donating works of art