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Here's how you can help your clients as they pivot their giving to better support their community.
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Our response to the proposed Accelerating Charitable Giving (ACE) Act
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Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.
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Janelle J. Chambers, attorney for Chandler & Brown, Ltd., shares tips on how to best support your clients’ philanthropy.
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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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Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.
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Tara Mattessich, shareholder at Larkin Hoffman, shares her tips and tricks for discussing philanthropy with clients.
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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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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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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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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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