No children? Three calls-to-action for charitable planning
Many people without children wonder how their legacy will take shape. Rather than focusing on biological heirs, they often find freedom to channel their resources, time, and values toward the broader community. Indeed, Americans over age 50 without children are more...
Unrestricted giving, QCDs, and why they matter for your philanthropy
As someone who cares deeply about our community, you already understand how important charitable giving is to improving the quality of life. Every year, Americans give nearly 2% of our nation’s GDP to charitable causes—a remarkable level of generosity that supports...
Bread and butter strategy: QCDs for clients 70½ and older
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...
