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Professional Advisor Newsletter
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