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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.

Advisor offers year end giving strategies to young couple

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.

Advisor Explore Noncash Charitable Contributions with Clients

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.

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Charitable Strategy: The Most Missed Element in Business Sales

November 15, 2019

It happens time and again. While most owners have 80-90% of their assets locked up inside of their business, it’s remarkable how unprepared many of them are at the point of sale. Indeed, at the point of sale...

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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