IPOs and Charitable Clients: Three Scenarios for Impact
If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock
July 13, 2026
If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½.
As charitable planning conversations become more sophisticated, many advisors are revisiting so-called “split-interest gifts” to help clients balance philanthropic goals with income needs. Two of the most common strategies—a charitable
If you’re like many advisors, you may have discovered that often charitable giving conversations begin (and end!) with cash or appreciated stock. And of course, you are well aware that
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your
“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. They sure do come in handy
Rising Together Grants: Connected Community Strong communities are built through connection, belonging, and opportunities for people to engage with one another. This year’s Connected Community grant applications reflected a wide
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish donor advised funds and other types of funds with us,
Advisor Voices: Tracy Troyer, J.D. Troyer & Good, PC — Estate Planning, Probate & Elder Law Why do you think it’s important to bring up the topic of charitable