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Published 6/22/2021
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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Published 5/21/2021
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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Published 4/28/2021
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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Published 4/06/2021
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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Published 3/12/2021
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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Published 2/08/2021
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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Published 1/15/2021
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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Published 10/12/2020
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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Published 8/19/2020
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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Published 8/03/2020
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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Published 5/11/2020
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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Published 4/29/2020
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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