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…