Blog

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.

Business people having casual discussion during meeting in board room.

Ministry and The Marketplace

September 8, 2022

Acts 19 shows us the effectiveness of ministry in the marketplace. Paul maintained roles in both ministry and the marketplace so he could serve as an example.

financial advisor and client discussing how asset giving can expand their charitable vision

Asset Giving Can Expand a Charitable Vision

April 8, 2022

Financial advisors can help clients expand their charitable vision by guiding them to understand asset donation strategies.

jeff dobyns advising on generosity

Generosity as a Differentiator in Advising

March 18, 2022

How does advising and generosity come together? Jeff Dobyns discusses the generosity movement and how advisors can play a part.

older couple discussing year end plans at the kitchen table while looking at their computer

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.

an advisor engaging her client on charity matters

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.

two young professionals connect

Connecting with Clients on Values

July 16, 2021

Help foster a positive and connective relationship between an advisor and client by using this effective template for legacy driven advising.

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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?

a financial advisor looking over some documents with a client

Looking Up: An Advisor’s Story of Transformative Values

From an early age, Hilgardt Lamprecht discovered the value of placing life over wealth. Now he helps others maximize life to maximize wealth.