Advisor News
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Timing is everything: Mapping out clients’ 2025 charitable giving plans
Aug 28, 2025
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act…
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Start With Numbers: Donating Highly-Appreciated Assets
Jul 21, 2025
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. However, a…
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Charitable mindset: What are clients thinking?
Jul 15, 2025
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving,…
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Charitable remainder trusts: What, where, who, why, when, and how?
Jul 2, 2025
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For…
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Moving from a private foundation to a donor-advised fund
Jun 26, 2025
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about…
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