Philanthropic Insights

Just as each of your clients has a unique estate and financial plan, each of your charitable clients needs a unique giving plan. For some, gifting shares of highly appreciated stock consistently makes the most sense for their charitable and tax goals. For others, leaving a bequest to support specific…

Reviewing a tax return can start a productive conversation about ways to plan gifts for charity more effectively. As you scan 2023’s charitable contributions, ask your client whether those charitable gifts were made with cash or with other assets and then steer the conversation toward discussing the most effective assets…

Gifts to charity provide critical support for more than a million organizations helping to sustain the quality of life in our community every year. Philanthropy equates to 2% of GDP–that’s a little more than the home health care services sector. Before your clients decide to give to an organization, trust…

Most businesses were created out of necessity. A product or service is missing from the marketplace, and someone established a company to solve the problem. After successes and failures, discoveries and breakthroughs, that same company became profitable. And for some, there came a time when the owner was ready to…