Philanthropic Insights
Timely charitable topics of interest to you and your clients.
10 Indicators to Identify Charitable Prospects
Is your client ready for a conversation about their charitable goals? These ten indicators can help you identify…
Smart disaster giving can offer predictability to the...
Disasters such as the Maui fires and Hurricane Idalia are both unpredictable and yet, sadly, predictable. Multi-billion-dollar damage…
For clients who may sell a business, the time to think...
Business brokers may tell you that many owners fail to optimize—and sometimes even compromise—the value of their business’s…
Keep your eye on clients’ appreciated stock
In August 2022, markets were down 12% for the year, and inflation was up 8.3% year-over-year. Annual charitable…
Helping your clients get organized: Structure is a critical step...
Instilling philanthropic values in children and grandchildren may sound simple, but where do you begin? More and more,…
Legacy giving: A conversation that’s full of opportunity
Did you know that August is National Make-A-Will Month? Charitable giving is an important part of any estate…
How “catch-up” contributions can boost clients’ giving
As you may know, there are tremendous benefits to both clients and charities when a client names a…
Bridging the gaps in multi-generational family philanthropy
According to figures cited in a May 2023 New York Times article (subscription required), total U.S. family wealth…