If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act
Why do you think it’s important to bring up the topic of charitable giving to your clients? Because it’s rarely just about money. Charitable giving is often where values and
As part of our Rising Together grant program, we’re sharing the results of the Everyone’s Economy Grant Cycle. One of the five funding pillars, this one aims to build a
Alive Community Outreach, a recipient of Rising Together grant funding under the Lifelong Learning pillar, is making powerful strides in youth leadership development through its Peacemaker Academy. On June 27,
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, which
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving,
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how
