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

The new year brings new numbers! Be sure you’re up to date on the various IRS thresholds and inflation adjustments.

Don’t leave your loved ones in the dark. Compile lists of financial and personal information, just in case the unexpected occurs.

As you build your charitable plans for 2024, check out our tax-savvy planned giving techniques.

New years bring new questions, here are a few answers to ring in 2024.

Plan your planned giving strategies accordingly with some sample language.

An endowment is a key component of achieving financial stability. Here's are some talking points & reasons to make gifts to your endowment.

The total amount you can leave to beneficiaries during life and at death before the federal gift and estate tax kicks in - is about to drop

Structure helps family philanthropy thrive.

Your DAF can serve as an important hub for all of your philanthropy and pave the way for you to expand your giving strategies.