Our Blog
Underappreciated and overlooked: Why life insurance matters to charitable giving
Even in an era when term life insurance policies may appear to dominate, many people still hold whole life, variable life, or universal life insurance policies. In many cases, when the original need for a policy goes away (e.g., children become...
Bread and butter strategy—QCDs for clients 70½ and older
As the economic and legislative environment continues to evolve, advisors are sharpening every tool available to help clients meet both their financial and charitable goals. Provisions enacted as part of the One Big Beautiful Bill Act (OBBBA) have renewed focus on...
Just the beginning: Flexible and tax-friendly donor-advised funds
As attorneys, CPAs, and financial advisors, you’ve likely noticed increased coverage of donor-advised funds in financial publications. This comes as no surprise, given that these popular vehicles can help your clients achieve both their financial and philanthropic...
Three clients. Three solutions. One common theme.
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients as an act of generosity, but also as a powerful tool in tax planning. Consider the...
Inherited IRAs: A charitable solution?
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...
Charitable giving: Two reasons to celebrate, three steps to engage
There’s a lot to celebrate in October! National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month, week, and day of the year. You never hesitate to remind clients to...
OBBBA, IRAs, QCDs, Oh My!
If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial...
One Big Beautiful Bill Act: Three big picture pointers
“So, what does it mean for charitable planning, really?” It’s an understandable question, not only because the bill is so, well, big, but also because the roller coaster ride leading up to the final bill included many provisions that ultimately did not make it into...
Gifts of artwork: Worth a look, but be careful
If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals (each with at least $3 million in investable assets) found that 83% of respondents aged...