At a loss for words? Tips for starting a charitable giving conversation
Giving to others gives us lots of reasons to smile
Standard deduction planning: Avoid leaving dollars behind
Less can be more: Charitable giving helps parents pass wealth to children
Counting pennies: How to counsel frugal yet charitable clients
Inspiring good habits: Tips for better giving
Philanthropy: It’s not one size fits all
Philanthropy: A team sport
Six for the summer: Mid-year reminders about charitable giving
Celebrate variety: Many assets make great gifts to charity
Charitable planning for wealthy clients: In the spotlight
“Shell funds” and other handy tools for charitable clients who are planning ahead
Gifts of appreciated stock: Let the numbers do the talking
Tax return reviews help clients level up charitable giving plans
FAQs: A snapshot of clients’ tax-time charitable giving questions
Big or small, every gift matters
Estate planning: One of the best ways to show you care
Tax law twists and turns: Five developments impacting charitable giving
Big gifts, bullish portfolios, and kids who move away
Clean slate: Tips for charitable giving in 2024