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.
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...
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