Yes, you are a philanthropist! 

Yes, you are a philanthropist! 

“Philanthropist” is a big word that often conjures up images of the ultra-wealthy making big donations to charities, especially when people like Bill Gates have been in the headlines lately. But the definition is much broader than that. Merriam-Webster defines...
Philanthropy: It’s a marathon, not a sprint 

Philanthropy: It’s a marathon, not a sprint 

As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty. Here are three trends to watch as you guide your clients through...
QCDs: Soon there may be more to love

QCDs: Soon there may be more to love

If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified Charitable Distribution (“QCD”), allowing you to direct a distribution from your IRA to an eligible charity, such as a designated fund, unrestricted fund, or...