News - advisors

• 

  Timing is everything: Mapping out clients’ 2025 charitable giving plans

  See details »
• 

  Generational Shifts: Fulfilling clients' charitable wishes

  Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.
  See details »
• 

  Philanthropy: It’s a marathon, not a sprint

  Charitable giving is a vital strategy for your clients, even in times of economic uncertainty.
  See details »
• 

  Weighing the options: Private foundation or donor advised fund?

  When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure.
  See details »
• 

  Sifting through it: What’s on the legislative menu that could impact charitable giving?

  We all know that the new year and a new administration brings lots of potential change. So, what is going on that you need to know about to serve your charitable clients?  
  See details »