Community Foundations in Estate and Legacy Planning
Rules current as of October 2026. Retirement account distribution rules [...]
Charitable Planning Before a Liquidity Event: What to Raise Before a Business Sale Closes
Rules current as of October 2026. Federal charitable deduction rules [...]
Gifting Complex Assets to Charity: A Practical Guide to Real Estate, Private Stock, and Business Interests
Rules current as of October 2026. Deduction limits, appraisal thresholds, [...]
Charitable Bunching in 2026: How the New Deduction Floor Changes the Math for Your Clients
Rules current as of October 2026. Federal charitable deduction rules [...]
From the Food Center to Front Doors: Seven Years With Vincentian CARES
Three times a day, every day, the Food Center at [...]
Wherever the Need Is: How a 12-Year Partnership Helped Metropolitan Ministries Grow Its Work in Pinellas County
In 1972, 13 downtown Tampa churches came together to address [...]
Meeting Seniors Where They Are: How a Six-Year Partnership Helped Saving Our Seniors Feed Pinellas County
Founded in 2016, Saving Our Seniors (SOS) helps low-income and [...]
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 [...]
