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If you are fielding questions about charitable gift annuities (CGAs) here are some reasons they may be on your client’s mind:   A $54,000 opportunity  Word is finally getting out about the availability of a one-time Qualified Charitable Distribution...

When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly you are familiar with both private foundations and donor-advised funds as useful charitable giving tools....

Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Here’s a quick rundown of three things you need to know:  Sunsetting provisions of the Tax Cuts and Jobs Act of 2017. The TCJA’s scheduled expiration at the end of 2025 will...

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...