News & Events
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
Fourth quarter jitters: Charitable giving tips to reduce your stress
















