Latest Posts
For advisors: Informing your work with charitable clients
Three things to keep in mind when assisting charitable clients with planning opportunities from donor-advised funds and qualified charitable distributions to charitable trusts and gifts of complex assets.
For advisors: Retirement plans and charitable giving
Qualified Charitable Distributions continue to gain traction as one of the most practical and effective charitable planning tools for people over age 70-½.
For advisors: A checklist for charitable tax rules in 2026
Read more about how new IRS thresholds and policy provisions may affect charitable giving.