Skip to main content

Stories

Filter Stories By

Supporting Your Clients’ Charitable Giving Changes
Supporting Your Clients’ Charitable Giving Changes

Here's how you can help your clients as they pivot their giving to better support their community.

MORE
Charitable Giving Legislation in the News
Charitable Giving Legislation in the News

Our response to the proposed Accelerating Charitable Giving (ACE) Act

MORE
Beyond ESG: Sustainable Investment
Beyond ESG: Sustainable Investment

Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.

MORE
How to Talk to Clients about Charitable Giving
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.

MORE
Non-cash Assets: More Than One Way to Give
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.

MORE
Values-based Investing: What It Is and How We Do It
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.

MORE
How to Have Conversations About Estate Planning
How to Have Conversations About Estate Planning

Tara Mattessich, shareholder at Larkin Hoffman, shares her tips and tricks for discussing philanthropy with clients.

MORE
How to Decide Between a DAF and a Private Foundation
How to Decide Between a DAF and a Private Foundation

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

MORE
Helping Your Clients Donate Life Insurance
Helping Your Clients Donate Life Insurance

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

MORE
Helping Your Clients Talk to Their Families About Money
Helping Your Clients Talk to Their Families About Money

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

MORE
How Advisors Supported Record Giving in 2020
How Advisors Supported Record Giving in 2020

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

MORE
How a Rural Attorney Built Her Practice
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
Q&A With Clayton Chan
Q&A With Clayton Chan

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

MORE
How the SECURE and CARES Acts Affect Charitable Gift Planning
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
Four Tips to Engage Your Clients in Family Giving
Four Tips to Engage Your Clients in Family Giving

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

MORE
Using Stock to Support Your Favorite Charities
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

GET MONTHLY STORIES, NEWS AND UPDATES

JOIN
US!

* Indicates a required field