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We’re here to help you and your client meet your year-end goals.
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Joan Gilles of Financial Planning Partners is helping women strengthen their financial approach and amplify their impact.
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Did you know that donating stock can grow your charitable impact and support your favorite nonprofit organizations?
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Compare the benefits and responsibilities of two popular charitable giving vehicles your clients may be considering for their charitable giving.
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Learn how your clients can transfer ownership via Transfer on Death Deed.
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Make cryptocurrency part of your or your clients' charitable giving plan.
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See what five factors to consider when helping your clients choose a DAF provider and how provider services compare.
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Learn how fundholder Sarah Lang and her sons are continuing to follow in her family’s footsteps of charitable giving.
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Help your clients retire smarter by leveraging their net unrealized appreciation with their donor advised fund.
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Here are four ways DAFs can streamline estate planning for financial advisors.
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Create a charitable legacy by donating a gift of life insurance.
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Legacy letters provide a peek at the past and a direction for the future.
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