Philanthropic Insights

Timely charitable topics of interest to you and your clients.

Valuable conversations: Why it’s smart to talk with your...

January is a good time to start helping your clients plan for their annual giving. With the year-end…

It just keeps getting better: Why charitable gift annuities are...

Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit…

Celebrating the new Legacy IRA and a boost for QCDs

Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”)…

So long, 2022: Important charitable tax planning reminders as...

Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of…

Five of 2022’s most-asked questions about QCDs

Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same…

How NFTs are connecting makers, investors and donors with causes...

As if advisors didn’t have enough financial acronyms to explain to their clients—DAF, RMD, IPO and ETF come…