Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
To Prepare Next-Gen Wealth Holders, Remember the Three C's
By Arne BoudewynFamilies of significant means recognize that each generation must build three core capacities.
November 26, 2025
These Subtle Tax Planning Moves Can Improve Client OutcomesAdvisors who integrate these considerations into client reviews can minimize tax exposure and strengthen wealth transfer strategies.
November 14, 2025
5 Engaging Ways to Speak With Wealthy Clients About GivingNational Philanthropy Day presents an opportunity to engage in meaningful conversations about values, legacy and impact.
November 13, 2025
How to Maximize the Tax Value of Charitable ContributionsLegislation this summer made many changes that will affect taxpayers planning to donate to charities in 2025 and beyond.
November 11, 2025
How to Prioritize Charitable Planning With ClientsMost clients’ net worth has increased significantly, and they are in an ideal position to support favorite causes.
October 27, 2025
6 Reasons Legacy Planning Gets MessyFinancial advisors are in a great position to help head off potentially serious family conflicts.
October 15, 2025
This Estate Tax Filing Mistake Can Cost Clients MillionsPortability between spouses is a powerful legal construct in estate planning, but it does not apply automatically.
October 01, 2025
Here’s Your Year-End Tax Planning Checklist for 2025With a massive new tax law in effect, you and your clients have lots to talk about.