Blog
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.
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.
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.
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.
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.
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.
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?
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.