Navigating multiple charitable strategies for ultra high net worth families
What now? Why the elections won’t immediately change tax laws
Three insights worth a quick peek
At a loss for words? Tips for starting a charitable giving conversation
Event tickets: Beware of the split
Into the great unknown
Looking ahead: Charitable planning techniques on the horizon
Closely-held stock is having a moment
Charitable planning can help ease client procrastination
Gifts of real estate: Watch every step
Less can be more: Charitable giving helps parents pass wealth to children
Counting pennies: How to counsel frugal yet charitable clients
Planning for a sunset: Lock in a higher exemption, unlock a legacy
Mixing business and charity: Keep it ethical, legal, and transparent
Gifts of appreciated stock: Picking favorites
Legal developments: We’re watching!
Left behind? Why companies need philanthropy advice, too
Advising the charitable millionaire next door
What’s caught our attention
Celebrate variety: Many assets make great gifts to charity