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Published 10/10/2024
Net Unrealized Appreciation: An Underused Tax Strategy for Reducing Employer Stock Taxes
Help your clients retire smarter by leveraging their net unrealized appreciation with their donor advised fund.
Published 9/12/2024
Can a Donor Advised Fund Simplify Estate Administration?
Here are four ways DAFs can streamline estate planning for financial advisors.
Published 8/23/2024
How A Legacy Letter Can Deepen Family Relationships
Legacy letters provide a peek at the past and a direction for the future.
Published 8/18/2024
Helping Your Clients Donate Life Insurance
Help your clients build their charitable legacy with donations of life insurance.
Published 7/26/2024
Benefits of Having a Trusted Philanthropic Partner
Learn why attorney Abby Leach Schumaker partners with the Saint Paul & Minnesota Foundation to help her clients fulfill their giving goals.
Published 6/26/2024
A Professional Advisor’s Guide to Charitable Conversations
Here are a few tips to help you talk to your clients about charitable giving.
Published 4/30/2024
Top 5 Reasons to Partner with a Community Foundation
Here are five unique benefits of working with a community foundation to reach your charitable giving goals.
Published 4/22/2024
Is a Life Income Gift Right for Your Client?
Six questions to ask when helping your client choose a charitable gift annuity or charitable remainder trust.
Published 4/16/2024
Benefits of Donating a Business or Donating Private Stock
Considering a business transition? Here’s why you should consider making charitable giving part of any business exit plan.
Published 4/16/2024
Non-cash Assets: Why You Should Talk to Your Clients about Giving Options
Donating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.
Published 2/15/2024
How to Make Executive Compensation Part of Your Clients’ Charitable Giving
Learn how stock options, executive pay and other compensation could be part of your clients’ giving plan with our quick reference guide to donating executive compensation.
Published 12/04/2023
Guide Your Clients’ Strategic Giving in High-income Years
Learn how bunching can be beneficial to achieving your clients’ giving and tax goals.