Making Charitable Planning Part of Your Year-End Client Reviews
A year-end client review typically covers tax-loss harvesting, Roth conversion [...]
Which Clients Could Benefit From Qualified Charitable Distributions?
Most advisors already know what a qualified charitable distribution (QCD) [...]
QCDs and RMDs: What Advisors Should Help Clients Understand
Qualified charitable distributions (QCDs) and required minimum distributions (RMDs) are [...]
Why Advisors Should Discuss Qualified Charitable Distributions Before Year-End
By the time December arrives, most CPAs and wealth advisors [...]
Protecting the Intent Behind a Charitable Legacy
How flexible bequest language can help charitable gifts remain effective [...]
When a Community Foundation May Be the Better Fit for a Client’s Donor-Advised Fund
Donor-advised funds have become the default charitable vehicle for many [...]
How Donor-Advised Fund Investments Can Grow Charitable Impact
More Than a Giving Account Many people think of a [...]
