Our Blog

Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.  The dollars involved are eye-popping. Most...

After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their CPAs, financial advisors, and tax attorneys on the filings for last year and start checking in...

As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and beyond.  To help incorporate charitable giving...

Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values...

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...

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...

We all know that the new year and a new administration brings lots of potential change. So, what is going on that you need to know about to best serve your charitable clients?  At the top of the list of issues we’re watching is what might happen with the Tax Cuts...