Professional Advisor Newsletter Celebrating the new Legacy IRA and a boost for QCDs January 04, 2023

Professional Advisor Newsletter Valuable conversations: Why it's smart to talk with your clients about charitable giving January 04, 2023

Professional Advisor Newsletter Important charitable tax planning reminders as the year winds down December 14, 2022

Professional Advisor Newsletter Five questions about Qualified Charitable Distributions December 14, 2022

Professional Advisor Newsletter How NFTs are connecting makers, investors, and donors with causes they love December 14, 2022

Professional Advisor Newsletter Cautions to take with non-marketable gifts November 23, 2022

Professional Advisor Newsletter Answering clients' questions about Giving Tuesday November 23, 2022

Professional Advisor Newsletter Strong year-end giving in a bear market: Donor Advised Funds come in handy November 23, 2022

Professional Advisor Newsletter Hanging in there: Charitable giving in a challenging economy October 05, 2022

Professional Advisor Newsletter Counseling your clients about nonprofits: The good, the bad, and the big leaps October 05, 2022

Professional Advisor Newsletter Disaster recovery: Your clients and the important role of individual philanthropy October 05, 2022

Professional Advisor Newsletter Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity September 09, 2022