How to Help Clients Use Charitable Giving to Reduce Income Tax
Charitable giving and income tax planning are not separate conversations. [...]
What’s Involved in Setting Up a Charitable Remainder Trust
A charitable remainder trust (CRT) is one of the most [...]
Who Administers Donor Advised Funds — and What PCF Does for Advisors
Donor-advised funds (DAFs) are one of the most frequently recommended [...]
Legacy Giving Strategies for Financial Advisors: Helping Clients Structure Their Charitable Impact
Most financial plans are built around numbers - income, tax [...]
When Donor-Advised Funds Make Sense for Clients: A Guide for Financial Advisors
A donor advised fund (DAF) is one of the most [...]
When to Use Charitable Remainder Trusts (CRTs) in Financial Planning
There are moments in planning when multiple objectives collide. In [...]
How Financial Advisors and PCF Work Together on Charitable Giving
If you work with a financial advisor, your financial plan [...]
How Charitable Remainder Trusts Fit into Advanced Tax Planning Strategies
For CPAs, tax advisors, and financial planners working with high-net-worth [...]
Common Charitable Remainder Trust Planning Pitfalls and How to Avoid Them
For experienced CPAs, financial planners, and wealth advisors, Charitable Remainder [...]
Why Financial Advisors Work with Community Foundations When Establishing CRTs
Financial advisors, CPAs, and estate planning attorneys often collaborate when [...]
