Case Study: A QCD Conversion in Action
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come
Keep Going: Why Donor Advised Funds are Still Essential
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because
What’s new in the numbers: A checklist for charitable tax rules in 2026
Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well as
National Philanthropy Day 2025 Recap
On Friday, November 14, our team joined local nonprofit leaders, fundraisers, and partners for the annual National Philanthropy Day Celebration, hosted by the Association of
Planning for clients’ incapacity: Why charitable intentions matter
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
A key to client retention: Consider charitable planning
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