Giving Guidance
Estate Planning Awareness – 3 Steps to Engage Your Clients
Giving Guidance
Charitable mindset: What are clients thinking?
Giving Guidance
One Big Beautiful Bill Act: Three Insights for Philanthropy
Giving Guidance
Weighing the options: Private foundation or donor-advised fund?
Giving Guidance
Trust matters: Your clients’ go-to resource for community impact
Giving Guidance
For clients who love local causes, CFHZ is the place
Giving Guidance
Scenarios to consider as tax time approaches
Giving Guidance