News for Professional Advisors

Case Study: Private Foundation Services

When leaders of a local private foundation wanted to add more strategy to their grantmaking, they called us for help. Today, this foundation is impacting positive change across our community.

Discussing Charitable Planning in Down Markets

Not sure how to discuss charitable giving objectives with your clients amid market declines and inflation? These tips can help start the conversation.

Legislative Focus: The Charitable Act

We’re always keeping our eye on legislation and emerging trends related to charitable giving. We’re hopeful these insights on the Charitable Act will be helpful for you as you work with clients.

Legislative Focus: Secure Act 2.0 Updated Giving Strategies

These recent legislative updates have caught our attention and we’re hopeful our insights will be helpful to you as you work with your clients.

Case Study: Individually Managed Funds

He helped his clients realize important charitable tax benefits and he continues to manage the charitable assets in-house, ensuring the continuation of his clients’ long-term investment strategy. How one advisor put our Individually Managed Funds program to work.

Are Your Clients Selling a Business?

Don’t miss the opportunity to advise your clients of the potential to realize significant tax benefits by donating a portion of their business interests to a donor advised fund.