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Published 8/19/2021
Supporting Your Clients’ Charitable Giving Changes
Here's how you can help your clients as they pivot their giving to better support their community.
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Published 8/16/2021
Charitable Giving Legislation in the News
Our response to the proposed Accelerating Charitable Giving (ACE) Act
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Published 8/12/2021
Beyond ESG: Sustainable Investment
Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.
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Published 6/22/2021
How to Talk to Clients about Charitable Giving
Janelle J. Chambers, attorney for Chandler & Brown, Ltd., shares tips on how to best support your clients’ philanthropy.
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Published 6/03/2021
Non-cash Assets: More Than One Way to Give
Donating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.
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Published 5/21/2021
Values-based Investing: What It Is and How We Do It
Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.
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Published 4/28/2021
How to Have Conversations About Estate Planning
Tara Mattessich, shareholder at Larkin Hoffman, shares her tips and tricks for discussing philanthropy with clients.
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Published 4/06/2021
How to Decide Between a DAF and a Private Foundation
Compare the process, benefits and responsibilities of two popular giving vehicles.
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Published 3/18/2021
Helping Your Clients Donate Life Insurance
Help your clients build their charitable legacy with donations of life insurance.
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Published 3/12/2021
Helping Your Clients Talk to Their Families About Money
Philanthropic Advisors share how 21/64 training helps us assist families with giving.
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Published 2/08/2021
How Advisors Supported Record Giving in 2020
Why 2021 is the time to incorporate giving into your practice.
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Published 1/15/2021
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.
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Published 10/12/2020
Q&A With Clayton Chan
The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.
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Published 9/18/2020
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.
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Published 8/19/2020
Four Tips to Engage Your Clients in Family Giving
Talking to clients about multigenerational giving can increase satisfaction and build your practice.
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Published 8/12/2020
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?
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