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Women Are Reshaping Philanthropy — And the Future of Giving
Women Are Reshaping Philanthropy — And the Future of Giving

Studies show women are driving charitable decisions, giving more collaboratively, and shaping the future of philanthropy through empathy, engagement and strategic planning.

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A Unified Approach to Planned Giving
A Unified Approach to Planned Giving

Even the strongest team of advisors can leave clients with fragmented plans unless tax, legal and financial professionals can work together intentionally.

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Grants to Individuals: What the IRS Allows Nonprofits to Do
Grants to Individuals: What the IRS Allows Nonprofits to Do

IRS rules, exceptions and best practices you and your clients should know.

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The Charitable Gift of Life Insurance
The Charitable Gift of Life Insurance

Create a charitable legacy by donating a gift of life insurance.

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2026 Tax Changes Advisors Should Know About Charitable Giving
2026 Tax Changes Advisors Should Know About Charitable Giving

Here’s how new tax rules, deductions and planning opportunities will shape philanthropic strategies this year.

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Chanda Smith Baker: Leading with Legacy and Vision at Minnesota’s Largest Community Foundation
Chanda Smith Baker: Leading with Legacy and Vision at Minnesota’s Largest Community Foundation

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.

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Five Tips to Prepare Your Clients for End-of-year Giving
Five Tips to Prepare Your Clients for End-of-year Giving

We’re here to help you and your client meet your year-end goals.

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Empowering Women Through Financial Coaching
Empowering Women Through Financial Coaching

Joan Gilles of Financial Planning Partners is helping women strengthen their financial approach and amplify their impact.

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Donating Stock to Support Your Favorite Charities
Donating Stock to Support Your Favorite Charities

Did you know that donating stock can grow your charitable impact and support your favorite nonprofit organizations?

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Exploring Your Clients’ Giving Options: A Donor Advised Fund Versus a Private Foundation
Exploring Your Clients’ Giving Options: A Donor Advised Fund Versus a Private Foundation

Compare the benefits and responsibilities of two popular charitable giving vehicles your clients may be considering for their charitable giving.

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Gifts of Real Estate by Transfer on Death Deed
Gifts of Real Estate by Transfer on Death Deed

Learn how your clients can transfer ownership via Transfer on Death Deed.

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Three Benefits of Donating Real Estate
Three Benefits of Donating Real Estate

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.

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