Skip to main content

Stories

Filter Stories By

Penumbra 010
How to Decide Between a DAF and a Private Foundation

Compare the process, benefits and responsibilities of two popular giving vehicles.

MORE
10 9 19 year end giving questions answered
Helping Your Clients Donate Life Insurance

Help your clients build their charitable legacy with donations of life insurance.

MORE
3 generations of family eating a meal outside
The Charitable Gift of Life Insurance

Create a charitable legacy by donating a gift of life insurance.

MORE
21 3 Family philanthropy for P As
Helping Your Clients Talk to Their Families About Money

Philanthropic Advisors share how 21/64 training helps us assist families with giving.

MORE
Mike Sampson
How Advisors Supported Record Giving in 2020

Why 2021 is the time to incorporate giving into your practice.

MORE
Abby Leach Schumaker headshot
How a Rural Attorney Built Her Practice

Attorney Abby Leach Schumaker shares her views on the importance of community foundations and charitable giving in a rural community.

MORE
Couple near Lake Superior
Retirement Assets

Gift planner Elizabeth McCray breaks down the three most common ways donors are giving retirement assets to the causes they care about.

MORE
CARES Act
Q&A With Clayton Chan

The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.

MORE
9 20 CARES Act header
How the SECURE and CARES Acts Affect Charitable Gift Planning

You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.

MORE
year end tips for professional advisors
Five Tips to Prepare Your Clients for End-of-year Giving

We’re here to help you and your client meet your year-end goals.

MORE
Donors Sally and Karen and their family
Four Tips to Engage Your Clients in Family Giving

Talking to clients about multigenerational giving can increase satisfaction and build your practice.

MORE
Donating stock donor
Using Stock to Support Your Favorite Charities

Did you know that you can donate stock as a way to grow your fund and support your favorite nonprofit organizations?

MORE
Reading recommendations
Summer Reads and Listens for Professional Advisors

Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.

MORE
Attorney Tara Mattessich headshot
Nine Tips to Help Clients with Planned Giving

With increased interest in estate planning, here are ways to connect with clients on this important subject.

MORE
Donor advised fund information
Three Benefits of Donor Advised Funds for Professional Advisors

Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.

MORE
Mariah Brook Headshot
The CARES Act and Charitable Giving

The CARES Act includes three specific provisions that relate to charitable giving and offer nonprofits unique fundraising opportunities.

MORE

GET MONTHLY STORIES, NEWS AND UPDATES

JOIN
US!

* Indicates a required field