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Philanthropic Advisors share how 21/64 training helps us assist families with giving.
Why now is the time to incorporate giving into your practice - with tips on how to support your clients' charitable wishes.
Attorney Abby Leach Schumaker shares her views on the importance of community foundations and charitable giving in a rural community.
The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.
Talking to clients about multigenerational giving can increase satisfaction and build your practice.
Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.
With increased interest in estate planning, here are ways to connect with clients on this important subject.
Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.
The CARES Act includes three specific provisions that relate to charitable giving and offer nonprofits unique fundraising opportunities.
Here's how one Professional Advisor helped open 100 funds with the Foundation.
Here are eight tips to start the conversation about charitable giving with your clients.
Check out our list of philanthropy books, podcasts and Ted Talks for helping your clients achieve their philanthropic goals.