Want happy clients? Talk about charitable giving

Want happy clients? Talk about charitable giving

Over the years, more than a handful of attorneys, CPAs, and financial advisors have shared with the Foundation team that their happiest clients are those who’ve incorporated charitable giving into their estate and financial plans. Whether or not you believe this...
Playing the long game: Plan ahead in 2025

Playing the long game: Plan ahead in 2025

Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025.  As compelling as year-end giving may be, even more compelling are the reasons for...