A Trio of Tips to Wrap up 2024
News Archives
Announcing the 2024 Community Good Grant Recipients
At a loss for words? Tips for starting a charitable giving conversation
Not even the kitchen sink: Giving your house to charity is worth exploring
Up in the air: Charitable planning in a shifting tax landscape
Making an Impact: 6 Ways to Maximize Your Charitable Giving this Summer
Getting creative: Three ways to support education
Fund types tailored to your client’s charitable goals
Tips for serving clients who love local
FAQs: A snapshot of tax-time charitable giving questions
Make the Most of Your Donor-Advised Fund
Tax Planning: Get Ahead of the Year-End Rush
Clients want to know: What’s deductible and what’s not?
Unlock the Unexpected Power of Regret to Grow Your Charitable Giving
Have your cake and eat it too: A dual approach to charitable giving
Hidden no more: Designated funds and field-of-interest funds
The "i's" have it: Two key topics for client meetings
Nonprofit Sector Insights - October 2022
The BEAR Market
Hurricane Relief