Professional Advisors

Giving in a down market, weighing the options, trust matters, and charitable planning solutions

Tax time blues, things to know, and generational shifts

Evergreen charitable planning techniques, the rise of 401(k)s, getting organized, and tax time scenarios

Charitable planning trends, client planning tips, supporting local needs, and charitable giving conversations

Your next tax planning move, FAQs for QCDs, and a cheat sheet

Three skimmable insights, year-end punch list, and “yes, we do that!”

Event tickets, and a menu of charitable funds

Breaking through client procrastination, spotting endowment opportunities, and tips to stay current

Make-A-Will Month, anonymous giving, and sometimes less can be more

Emotional ties to stock, the latest charitable giving numbers, and pending tax updates

Proposed regulations, assets that make great charitable gifts, and election year updates

Numbers talk, the benefits of flexible funds, and philanthropy in the spotlight

Tax return reviews, types of funds, and the latest donor-advised fund news

Gearing up for tax time, gifts of artwork, and a love for local

Tax trends to watch, unrestricted giving, and spotting client opportunities

Numbers to know, giving in the golden years, and keeping your clients engaged

Year-end charitable giving punch list, why life insurance shouldn’t be overlooked, and what’s trending in philanthropy

What’s deductible, donor-advised fund options, and serving women clients

Smart disaster giving, appreciated stock, and supporting charities through the sale of a business

Structuring the multi-generational philanthropy plan, tapping charitable giving to motivate clients, and two eye-catching news stories

AI and charitable planning, "catch up" contributions to boost IRA philanthropy, and the latest news

Giving cash versus stock, dealing with family disagreements, and what's in the news

The power of the IRA beneficiary designation, the IRS's bigger budget, and not-to-miss news and trends

Banking fallout and charitable giving, proposed legislation, and what's on the IRS's radar

Addressing disaster giving and eligible QCD recipients

Philanthropy on clients' minds, pre-spring cleaning, and three tax tips.

Charitable giving in a bear market, helping your clients support hurricane relief, and need-to-know insights about the nonprofit sector.

Important topics when meeting with clients, inherited IRAs, and more.

Important reminders about bequests, legislative updates, and a look ahead to 2026.

QCD enhancements, bunching with long-term appreciated assets, and the community foundation edge.