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Practical ways that professional advisors can help clients give to causes they care about while achieving their financial and giving goals.
Conversations about nonprofit board service can help clients align their nonprofit leadership, values and long-term impact goals.
Proposed legislation could broaden Qualified Charitable Distribution planning opportunities.
How to move beyond tax strategies to help families connect their wealth with purpose, legacy and community impact.
Strategies for making an impact through a private foundation, charitable remainder trust and donor advised fund.
Learn how your clients can make the most out of corporate giving with the new charitable deduction rules.
How the Saint Paul & Minnesota Foundation helps advisors and clients align generosity with lasting community impact.
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.