Worth a read
Our team always keeps an eye on trends, research, and legislative developments related to charitable planning. Here are three recent articles we think are [...]
Backdrop required: Informing your work with charitable clients
Effective charitable planning requires context. That’s why our staff is committed to keeping you up to date on research and trends that affect philanthropy [...]
IPOs and charitable clients: Three scenarios for impact
If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work [...]
Ask the Expert
Nonprofits are held accountable through built in checks and balances with systems and practices designed to ensure that no single person or group has [...]
QCDs: Five questions your clients may be asking
As you work with your charitably-inclined clients, pay particular attention to individuals you know are over the age of 70 ½. That’s because these [...]
Case study: Charitable giving in a down market
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While [...]
Serving charitable clients: Dual strategies emerge
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly [...]
Case study: A QCD conversion in action
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they [...]
Why donor-advised funds are still essential
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. [...]
What’s new in the numbers: A checklist for charitable tax rules in 2026
Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well [...]
