Blog

Two professional women saying something to one another in a cafe

Say Something

April 12, 2023

Donors may not know they can donate noncash assets. But you can say something. Tell them how they can minimize taxes and maximize generosity.

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.

a couple sitting in their home discussing what they can give to their donor advised fund

What Exactly Can You Give to a DAF?

June 17, 2022

Donor advised funds can hold more than just cash. Find out how donors and advisors can work together to give stocks, land, and more to a DAF.

a dad and his two kids sit on a couch looking at the computer

Create Opportunity for Creative Year-End Generosity

November 6, 2020

It is hard to believe November is already upon us! As unusual as this year has been, it has still flown by. This means that we are coming upon the end of the year, which is a time when many people perform the majority of their charitable giving.