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Professional Advisor Newsletter
The Power of Appreciated Stock
Attorneys, accountants, and financial advisors like you are well aware of the tremendous benefits…
September 07, 2023
Professional Advisor Newsletter
Smart disaster giving can offer predictability to the unpredictable
Charitable giving support is not only needed immediately following a disaster such as a hurricane,…
September 06, 2023
Professional Advisor Newsletter
How “catch-up” contributions can boost clients’ giving
IRAs are a fantastic source of charitable gifts, not only through beneficiary designations, but…
August 31, 2023
Professional Advisor Support
Legacy Giving: A conversation that’s full of opportunity
Professional advisors recommend their clients set up wills, trusts, and other estate planning…
August 01, 2023
