News - advisors

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  It’s a big deal: Answering clients' questions about GivingTuesday

  Giving Tuesday–or “GivingTuesday” to be more accurate–has become a philanthropic phenomenon of sorts, generating support and enthusiasm from a wide range of people and institutions.
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  Strong year-end giving in a bear market: Donor advised funds come in handy

  Giving appreciated stock to charitable organizations is certainly a highly-effective tax strategy. During years when highly-appreciated stock is in short supply, however, implementing this strategy may be easier said than done.
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  Adopt a “donor beware” attitude when clients make non-marketable gifts

  Market declines and inflation have made 2022 a more challenging year for some clients to fulfill their traditional giving objectives or early-year gifting intentions.
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  Hanging in there: Charitable giving in a challenging economy

  Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health.
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  Disaster philanthropy: Your clients and the important role of individual philanthropy

  Sadly, your philanthropic clients have likely grown accustomed to making charitable donations to support disaster relief.
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