Looking ahead: Charitable planning techniques on the horizon
Stay ahead of the curve with insights on election impacts, giving trends, and key dates for your clients' charitable planning!
Looking ahead: Charitable planning techniques on the horizon
Closely-held stock is having a moment
Not even the kitchen sink: Giving your house to charity is worth exploring
In a pinch? Three Make-A-Will Month messages you can use right now
Six for the summer: Mid-year reminders about charitable giving
Plant your roots this spring
Estate planning: Your kids … and your community
“Shell funds” and other handy tools for charitable clients who are planning ahead
Gifts of appreciated stock: Let the numbers do the talking