Split-interest charitable gifts: Need-to-know FAQs
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
Getting creative: Unusual noncash assets can make great gifts to charity
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,
Wake up call: OBBA changes and client conversations
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
Rare but useful: Planning with charitable lead trusts
“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
Rising Together Grants: Connected Community
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
Calling it splits: What happens to charitable assets in a divorce?
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