Blog
How to Prepare for Year-End Giving
November 10, 2022
In light of the current giving climate, here are suggestions for nonprofit leaders to develop year end messaging and successful fundraising campaigns.
Advisors’ 2022 Year End Giving Strategies
November 9, 2022
Year-end giving strategies around charitable bunching, stock giving, & QCDs will provide ways your client can both give & increase tax deductions.
Exploring Noncash Charitable Contributions with Clients
September 9, 2022
Noncash charitable contributions are a great giving opportunity for your client. But they require extra planning. Here's what to keep in mind.
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
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.