Jul 3, 2025 | advisor knowledge hub, blog
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...
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 27, 2025 | blog, grantee spotlights
The CIELO Fund For Latino Empowerment was integral with a valiant initiative from The Codex Creation Committee. The recent grant helped the nonprofit with the 2025 Mobius Conference, an annual event held in April, which unites intrepid thought leaders, performers,...
Jun 20, 2025 | blog, grantee spotlights
A nonprofit organization dedicated to recognizing and rewarding school-age youths for positive accomplishments, behavior, and good deeds is in the spotlight for celebrating great work. And for doing their own great work. Recently, Do The Right Thing —Greater Palm...
