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Unlock tax-efficient philanthropy: Learn how deploying retirement accounts towards charitable goals benefits your clients and their legacies

Election-year dynamics are on your clients’ minds, and we’re sharing a few items of recommended reading to provide perspective.

Following every tax season, many advisors share with our team that they wish they’d been aware of the many asset types that make great gifts

Last November, the Treasury released proposed regulations related to donor-advised funds,

We've curated several articles that are worth reading if you’d like to dig deeper into springtime issues that are trending in philanthropy.

Help your clients get ahead in their estate planning by leaning into the flexibility and benefits of a fund at KCF.

Consider showing clients - using numbers and examples - that it really is better to support favorite charities by giving appreciated assets.

We’re sharing recent developments related to donor-advised funds and offering suggested reading materials to help you stay informed.

Each philanthropic client’s goals are unique, and charitable planning is not a one-size-fits-all proposition.

Reviewing tax returns with a client can feel like an administrative task that needs to get done. But don’t overlook the value...

Local giving is frequently on your clients’ radar. KCF is here to help client's maximize gifts to local organizations.

As tax season gets into full swing, remember that KCF is a resource for both straightforward and complex charitable giving issues.

Consider a Charitable Lead Trust (CLT) for strategic giving. KCF can help assess its potential benefits for your client's financial plan.

Tax season questions on charitable giving? We've got you covered. From deductibility to non-cash gifts, KCF is here to help.

We’re sharing five of the hottest topics that could impact the way you work with your philanthropic clients.

Diversifying charitable giving portfolios by adding unrestricted giving components to partnerships with KCF.

Suggestions for how to spot potential charitable planning opportunities within your client base.

Preventing client attrition across generations.

Be sure you're familiar with the various charitable giving techniques that are most appealing to retirees and the various ways we can help.

We break down IRS increases and what they mean for your clients' charitable giving plans and how we can help.