Professional Advisors A happier alternative? Moving from a private foundation to a donor advised fund May 01, 2025

Professional Advisors Charitable remainder trusts: What, where, who, why, when, and how? May 01, 2025

Professional Advisors Philanthropy: It’s a marathon, not a sprint May 01, 2025

Professional Advisors Weighing the options: Private foundation or donor advised fund? April 02, 2025

Professional Advisors Refresher course: Charitable gift annuities April 01, 2025

Professional Advisors Trust matters: Your clients’ go-to resource for community impact April 01, 2025

Professional Advisors Caught by surprise? In case you missed it, here’s what’s going on March 03, 2025

Professional Advisors Tax time blues: Why is this so hard? March 03, 2025

Professional Advisors Generational shifts: Fulfilling clients’ charitable wishes March 03, 2025

Professional Advisors Want happy clients? Talk about local charitable giving. February 03, 2025

Professional Advisors Sifting through it: What’s on the legislative menu that could impact charitable giving? February 03, 2025

Professional Advisors Playing the long game: Encouraging your clients to plan ahead in 2025 January 02, 2025