More than meetings: Considerations for joining a board

If you’ve served on a charity’s board of directors, you know that the role demands much more than simply showing up for meetings. Charities benefit from board members’ active engagement, strategic oversight, and a deep commitment to the organization's mission. Indeed,...

read more

Charitable mindset: What are clients thinking?

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, you can be a step ahead. Plenty of research offers clues about what matters...

read more

Start with numbers: A case study for charitable clients

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 2023 survey found that only 19.2% of advisors regularly discuss charitable...

read more

Are you ready to plan
your will or trust?
Our free Estate Planning Guide can help:
CLICK HERE
Skip to content