Advisor News
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Case study: Business owners exit with a family legacy
Mar 4, 2026
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may be a role for strategic philanthropy in family business succession planning to…
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Worth a look: Charitable gifts of real estate
Feb 10, 2026
If your client base includes philanthropic individuals and families, you’re likely aware that gifts of real estate are an option to fund charitable giving. Real estate is the largest asset class in the world, yet various industry…
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Postmarks, rule changes, and remedies for clients’ 2025 charitable gifts
Feb 3, 2026
By Megan Sommerfeldt, Senior Director, Gift Planning If you were surprised to read about the ripple effect of a seemingly small change in the U.S. Postal Service regulations late last…
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Case study: A QCD conversion in action
Jan 22, 2026
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you are…
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Why donor-advised funds are still essential
Jan 15, 2026
By Megan Sommerfeldt, Senior Director, Gift Planning For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers…
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