Ice Breakers: Three Easy Openers to Talk About Philanthropy

Many advisors really want to bring up charitable giving in client meetings, especially while updates to tax and…

Lawmakers from both parties support expansion of CARES Act deduction

Six Republican Senators, four Senate Democrats, and fourteen members of the House of Representatives (including ten Democrats and…

Beyond the tax deductions: Selecting a vehicle to celebrate and support a family’s culture of philanthropy

For many donors, the importance of a multi-generational family philanthropy plan is high on the radar, especially in…

Red hot real estate: Structure smart gifts to charity without getting burned

The housing market is showing no signs of slowing down in 2021. For certain clients, this presents a strong opportunity…