Nov 6, 2025 | advisor knowledge hub, blog
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 get fuzzy. That is totally understandable! Most advisors encounter only a...
Nov 6, 2025 | advisor knowledge hub, blog
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 of the One Big Beautiful Bill Act (OBBBA) are prompting renewed...
Nov 6, 2025 | advisor knowledge hub, blog
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 help your clients achieve both their financial and...
Oct 29, 2025 | blog, grantee spotlights
When a nonprofit team comprised of dedicated physical, occupational, and speech therapists hones its collective skills, the results can be life-changing. That’s how things regularly unfold at WonderLab, an innovative Inland Empire nonprofit organization, which...
