Philanthropic Insights
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Fund types tailored to your client’s charitable goals
Just as each of your clients has a unique estate and financial plan, each of your charitable clients…
Tax return reviews help clients level up charitable giving plans
Reviewing a tax return can start a productive conversation about ways to plan gifts for charity more effectively….
The Trust Factor, and Why It Matters to Your Clients
Gifts to charity provide critical support for more than a million organizations helping to sustain the quality of…
Looking Ahead to Do More: Incorporating Charity into the Sale of Your Business
Most businesses were created out of necessity. A product or service is missing from the marketplace, and someone…