Jul 3, 2025 | advisor knowledge hub, blog
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...
Jun 3, 2025 | advisor knowledge hub, blog
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor-advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how donor-advised funds can streamline giving, foster family engagement,...
Jun 3, 2025 | blog, donor knowledge hub
“Philanthropist” is a big word that often conjures up images of the ultra-wealthy making big donations to charities, especially when people like Bill Gates have been in the headlines lately. But the definition is much broader than that. Merriam-Webster defines...
