News - advisors

• 

  Tongue twister: OBBBA, IRAs, QCDs, and FAQs 

  Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial advisors as you counsel your charitable clients.  
  See details »
• 

  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 »