giving strategies

A small songbird perches on a slender branch with its beak open, surrounded by soft spring foliage.

Early birds, “bunching,” and planning for year-end

Year-end giving may feel far away, but now is the time to review your 2026 charitable plans. With changes to charitable deduction rules, strategies like “bunching” may help maximize tax benefits while maintaining consistent support for the causes you care about. Learn how a donor-advised fund can make this approach even more flexible.

Tina O'Brien

Aug 122 min read

Portrait of a shocked woman with an open mouth and hand on her chest against a plain white background.

Say what? The tax laws changed?

As donors adjust to changing tax laws and economic uncertainty, nonprofits may see both hesitation and new opportunities for engagement. Organizations that prioritize clear communication, flexible giving strategies, and mission-driven storytelling can strengthen donor relationships and encourage long-term support.

Tina O'Brien

May 74 min read

Close-up of two orange tulips in bloom, lit by warm sunlight, with a softly blurred green garden background.

Serving charitable clients: Dual strategies emerge

As tax policy and wealth patterns evolve, philanthropic clients are increasingly split between ultra-high-net-worth families engaging in complex legacy planning and emerging donors taking their first structured steps into giving. By tailoring strategies to each group—from sophisticated estate and succession planning to accessible entry points like small annual gifts and Qualified Charitable Distributions—advisors can help clients build meaningful, sustainable philanthropic im

Tina O'Brien

Apr 163 min read

Gifts of hard-to-value assets: Worth the effort

Donors may want to give more than just cash or stocks—think real estate, closely-held stock, or even cryptocurrency.

Tina O'Brien

Mar 24, 20252 min read