Four recent articles make a common point: the most effective charitable planning rarely happens in response to a single tax event. Instead, it grows out of ongoing conversations about a client's values, family, financial goals and legacy.

For many attorneys, CPAs and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax and financial planning, it's an ideal time to revisit charitable giving strategies that could be important to help clients achieve their 2026 planning objectives.

We sit in our living rooms and complain about what is happening in the world. There is much fodder: war, pain, sickness, poverty, violence, abuse. Our easy access to information makes it even more difficult to ignore.