Giving Guidance

For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and day of the year. You never hesitate to remind clients…

Before your clients ring in the new year, make sure they are on track to meet their financial and charitable goals for 2025. Here are 8 strategies you can share…

Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving,…

The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, which passed…

Three Common Myths When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly you…

Trust Matters As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level…

Local Giving, Local Impact Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal…

As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning…

We’ve recently been asked by attorneys, CPAs, and financial advisors for a “cheat sheet” that will help determine which type of charitable planning tool is best for a particular client.…

As you put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait, how exactly does a Qualified Charitable Distribution…