The team is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. Of course, as you work with your charitable clients, you
Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client—and earning additional work from that client—is far
As you counsel clients through year-end tax planning, we encourage you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions of the
In moments when our community needs trusted information the most, local public media steps in to keep us informed, connected, and inspired. This fall, that trust was met with an
Through the Inspiring Places pillar, we invest in projects that help make Allen County a place where people feel connected, energized, and proud to call home. This cycle supports organizations
If your client base includes business owners, you’re no doubt at least generally aware of the benefits of giving closely-held business interests to charity. Beyond that, though, the details may
As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and charitable goals. Provisions enacted as part
As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor advised funds is increasing. This is no surprise, considering that these popular vehicles can
Why do you think it’s important to bring up the topic of charitable giving to your clients? Every client is different, and every charitable journey is personal. While charitable giving
