Giving Guidance

No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients than it did just a few years ago. Charitable giving has always…

Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of the essence! Gifts of appreciated stock still shine Giving in a roller…

Qualified Charitable Distributions, or “QCDs,” are becoming a popular financial and charitable planning tool. As they grow in popularity, the number of questions we receive about QCDs has also increased. Here…

As year-end approaches, following a tumultuous season for the financial markets, we are thinking about you and your clients. As you engage with clients during year-end meetings, some of your…

Here's a hypothetical situation to consider. During a routine check-in meeting, your client casually mentions that their employer, a local company, was just acquired. The client and dozens of fellow…

Are your clients walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs? They aren't alone. What’s the…

In legislative news, a recent flurry of activity in the Senate has inched forward the legislation known as SECURE 2.0. Philanthropists and their advisors are watching this legislation closely because…

Helping younger clients plan their charitable giving Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of…

For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable…

The Securing a Strong Retirement Act of 2022 (H.R. 2954), also known as the “Secure Act 2.0,” intended to expand and encourage retirement savings recently passed by an overwhelming vote…