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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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Charitable Giving Legislation in the News

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

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Shannon O Leary Headshot
Beyond ESG: Sustainable Investment

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

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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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Mai-Anh Kapanke
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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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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Youth participating in Wilderness Inquiry event along the Mississippi River
Top Five Reasons to Partner with a Community Foundation

Here are five unique benefits of working with a community foundation to reach one’s charitable giving goals.

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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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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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10 9 19 year end giving questions answered
Helping Your Clients Donate Life Insurance

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

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The Charitable Gift of Life Insurance

Create a charitable legacy by donating a gift of life insurance.

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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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Mike Sampson
How Advisors Supported Record Giving in 2020

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

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How a Rural Attorney Built Her Practice

Attorney Abby Leach shares her views on the importance of community foundations and charitable giving in a rural community.

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Couple near Lake Superior
Retirement Assets

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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CARES Act
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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