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Supporting Your Clients’ Charitable Giving Changes
Supporting Your Clients’ Charitable Giving Changes

Here's how you can help your clients as they pivot their giving to better support their community.

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Charitable Giving Legislation in the News
Charitable Giving Legislation in the News

Our response to the proposed Accelerating Charitable Giving (ACE) Act

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Beyond ESG: Sustainable Investment
Beyond ESG: Sustainable Investment

Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.

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How to Talk to Clients about Charitable Giving
How to Talk to Clients about Charitable Giving

Janelle J. Chambers, attorney for Chandler & Brown, Ltd., shares tips on how to best support your clients’ philanthropy.

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Values-based Investing: What It Is and How We Do It
Values-based Investing: What It Is and How We Do It

Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.

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How to Have Conversations About Estate Planning
How to Have Conversations About Estate Planning

Tara Mattessich, shareholder at Larkin Hoffman, shares her tips and tricks for discussing philanthropy with clients.

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How to Decide Between a DAF and a Private Foundation
How to Decide Between a DAF and a Private Foundation

Compare the process, benefits and responsibilities of two popular giving vehicles.

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Helping Your Clients Talk to Their Families About Money
Helping Your Clients Talk to Their Families About Money

Philanthropic Advisors share how 21/64 training helps us assist families with giving.

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Incorporate Giving Into Your Practice
Incorporate Giving Into Your Practice

Why now is the time to incorporate giving into your practice - with tips on how to support your clients' charitable wishes.

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How a Rural Attorney Built Her Practice
How a Rural Attorney Built Her Practice

Attorney Abby Leach Schumaker shares her views on the importance of community foundations and charitable giving in a rural community.

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Q&A With Clayton Chan
Q&A With Clayton Chan

The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.

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Four Tips to Engage Your Clients in Family Giving
Four Tips to Engage Your Clients in Family Giving

Talking to clients about multigenerational giving can increase satisfaction and build your practice.

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Summer Reads and Listens for Professional Advisors
Summer Reads and Listens for Professional Advisors

Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.

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Nine Tips to Help Clients with Planned Giving
Nine Tips to Help Clients with Planned Giving

With increased interest in estate planning, here are ways to connect with clients on this important subject.

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Three Benefits of Donor Advised Funds for Professional Advisors
Three Benefits of Donor Advised Funds for Professional Advisors

Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.

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The CARES Act and Charitable Giving
The CARES Act and Charitable Giving

The CARES Act includes three specific provisions that relate to charitable giving and offer nonprofits unique fundraising opportunities.

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