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Compare the process, benefits and responsibilities of two popular giving vehicles.
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Help your clients build their charitable legacy with donations of life insurance.
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Create a charitable legacy by donating a gift of life insurance.
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Philanthropic Advisors share how 21/64 training helps us assist families with giving.
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Why 2021 is the time to incorporate giving into your practice.
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Attorney Abby Leach Schumaker shares her views on the importance of community foundations and charitable giving in a rural community.
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Gift planner Elizabeth McCray breaks down the three most common ways donors are giving retirement assets to the causes they care about.
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The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.
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You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.
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We’re here to help you and your client meet your year-end goals.
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Talking to clients about multigenerational giving can increase satisfaction and build your practice.
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Did you know that you can donate stock as a way to grow your fund and support your favorite nonprofit organizations?
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Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.
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With increased interest in estate planning, here are ways to connect with clients on this important subject.
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Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.
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The CARES Act includes three specific provisions that relate to charitable giving and offer nonprofits unique fundraising opportunities.
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