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Studies show women are driving charitable decisions, giving more collaboratively, and shaping the future of philanthropy through empathy, engagement and strategic planning.
Even the strongest team of advisors can leave clients with fragmented plans unless tax, legal and financial professionals can work together intentionally.
IRS rules, exceptions and best practices you and your clients should know.
Create a charitable legacy by donating a gift of life insurance.
Here’s how new tax rules, deductions and planning opportunities will shape philanthropic strategies this year.
The Foundation’s new President and CEO shares her journey, her commitment to community, and her hopes for building bridges across Minnesota’s philanthropic landscape.
We’re here to help you and your client meet your year-end goals.
Joan Gilles of Financial Planning Partners is helping women strengthen their financial approach and amplify their impact.
Did you know that donating stock can grow your charitable impact and support your favorite nonprofit organizations?
Compare the benefits and responsibilities of two popular charitable giving vehicles your clients may be considering for their charitable giving.
Learn how your clients can transfer ownership via Transfer on Death Deed.
Charitable contributions of real estate are a great way to give back to causes you care about. Here are three benefits to giving real estate.