News - advisors

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  FAQs: A snapshot of clients’ tax-time charitable giving questions

  The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax returns and 2024 planning.
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  Tips for serving clients who love local

  Your charitably-minded clients certainly have no shortage of options for their philanthropic dollars.
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  Psst: Don’t forget about charitable gift annuities

  Certain charitable clients may wish to structure a gift to charity so that the client retains a lifetime income stream. Keep in mind that a charitable gift annuity (“CGA”) could be an attractive option for these clients.
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  Big gifts, bullish portfolios, and kids who move away

  If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it!
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  Unrestricted giving, the trust factor, and why it matters to your clients

  The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–that’s a little more than the home health care services sector!
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