Giving Guidance

Giving a business to charity: Stack the odds in your client’s favor

Beyond the DAF: Funds that accept qualified charitable distributions

Proposed legislation: Is better deductibility back on the table?

It’s not too early for spring cleaning: Make this the year to help clients get organized

Client conversations: Why your 2023 agenda should include charitable giving

Farewell, 2022. Important charitable tax planning reminders and deadlines.

Five of 2022’s most-asked questions about Qualified Charitable Distributions (QCDs)

Reducing Capital Gains Tax from Mutual Fund Distributions

Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity