News & Events

$4,883 Grant to Expand Simulation Access for EMS

Providing guidance for loved ones about your charitable giving

Tax law twists and turns: Five developments impacting charitable giving

Unrestricted giving, the trust factor, and why it matters to your clients

Big gifts, bullish portfolios, and kids who move away

Clean slate: Tips for charitable giving in 2024

Planned giving pointers

Your Gift’s Direct Impact

Structured philanthropy: A process relieves the pressure

Your donor-advised fund: Think “hub,” not “autopilot”

Crisis giving: Avoiding pitfalls

Gifts of “complex” assets deliver multiple benefits

Life insurance: A key charitable planning tool for certain clients

Tips for clients’ year-end giving

Rethinking inherited IRAs


