Evan Lange
As an accomplished attorney with diverse work experience in the charitable and legal sectors, Evan works with families and business owners to minimize tax liability and maximize generosity. Evan is a certified Generous Giving facilitator and formerly a 10-year veteran of expert charitable planning services with The Signatry.
All Posts by Evan Lange
Generosity in the Christmas Story
December 12, 2022
The Christmas story is one of generosity in more ways than we realize. Explore six characters in the Christmas story and the generous gift each one gave.
Understanding Complex Asset Gifts
April 26, 2022
Evan Lange discusses the benefits of nonprofits receiving assets beyond cash. Learn more about non-cash giving and donor advised funds.
Putting On Traits of Christ as a Tradition this Christmas
December 10, 2021
Christmas traditions are a favorite part of this season. Just like we wear our gifts, we also wear the joy, hope, and generosity of Christ.
New Numbers Support Engaging Clients on Charity
October 15, 2021
New study confirms that high-net-worth charitable givers are growing and need help from advisors on giving vehicles and structures.
Navigating Questions on Transferring Wealth
June 11, 2021
What are clients looking for when it comes to transferring wealth? What questions should advisors ask, and what is most important?
Realizing the Power of a Legacy for Clients
February 12, 2021
In the legacies of even young sports stars lives' cut short, we recount their values, personality, and faith over the stat sheet or wealth. What legacy will your clients leave?
Preparing Business Sales with Clients
January 15, 2021
Understanding the trends in business closings and the opportunities that exist in charitable strategy can be a valuable asset to financial advisors during business sales.
Why I Love Christmas and Generosity
December 11, 2020
The birth of Jesus brought many people together, and displayed true generosity in several ways beyond what we think of on a daily basis. Christmas is a season of generosity for many of us, but in what ways have we forgotten about the story of God's gift to mankind?
2020 Year-End Advisor Checklist
November 13, 2020
The end of 2020 is drawing near (thank goodness!), and year-end planning conversations are occurring with clients. Because of the unique laws in 2020, including the CARES Act and the SECURE Act, Russell James provided a helpful...
Innovate with Real Estate Gifts
June 12, 2020
Real estate is one of the best charitable gifts an individual can make, and you can use these two main strategies to educate your clients on the opportunity. For a concise summary to share with clients, see our real estate fact sheet here...
When Giving Hurts
April 17, 2020
Giving from materials is only the beginning of the generosity journey for your clients as a financial advisor. Learn practical ways to encourage generosity with and beyond material wealth, even in uncertain times.
3 Common Questions on Business Interest Gifts
March 13, 2020
Whenever I speak or write about business sales and giving business interest gifts, I always emphasize the importance of giving BEFORE the sale of the business. Every year, I will receive a call from...
Year-End Checklist For Advisors
November 8, 2019
The leaves and the weather are changing, so that means it is time to start year-end planning sessions with your clients. Take some...
The History of Donor Advised Funds
October 25, 2019
Many may know the charitable and tax benefits of using a donor advised fund, yet DAFs are still underutilized by many. This is likely due because donor-advised funds are still relatively young from a historical perspective. Here's a brief history:
Warren Buffett’s Missed Opportunity
August 9, 2019
When it comes to charitable giving, it often seems like the world’s wealthiest individuals have it figured out. With so many assets to manage
Six Benefits of Using a Donor Advised Fund
July 19, 2019
Most financial advisors, attorneys, and CPAs know the benefits of using a donor advised fund (DAF). However, DAFs are still often underutilized. While many may have used DAFs for large net worth donors a few decades ago, DAFs are still a useful tool which many people can use to help grow their generosity.
3 Questions to Uncover Attitudes About Money
May 10, 2019
Determining a client’s view of money is helpful when creating a financial strategy. It will help determine where and what to invest. Here are three questions to help you uncover your clients’ attitude about money.
Spring, Basketball, and Taxes
April 12, 2019
Happy Spring! I love this time of year because the weather is getting warmer, lots of good basketball games, and it is tax time. Yes, I get excited about tax season because we finally find out how year-end tax planning strategies worked.
Having the Conversation on Asset Giving
March 15, 2019
Many advisors find that being involved with their client’s giving is one of the most meaningful aspects of their work. Philanthropy is an easy way...
Overcoming Common Challenges with Generosity in Estate Planning
February 15, 2019
Wise stewardship perspective is needed, especially in estate planning. Many feel the weight of large financial decisions with implications for family, relationships, and Kingdom impact. When it comes to generosity inside of estate planning, it is imperative to have a strategy
3 Ways to Get Your Clients Talking About Legacy
January 11, 2019
We are on the verge of a generational wealth transfer that holds immense implications. Experts forecast anywhere from $30 trillion and above will...