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How to Help Your Clients Choose a Donor Advised Fund Provider
How to Help Your Clients Choose a Donor Advised Fund Provider

See what five factors to consider when helping your clients choose a DAF provider and how provider services compare.

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A Family Tradition of Giving Back
A Family Tradition of Giving Back

Learn how fundholder Sarah Lang and her sons are continuing to follow in her family’s footsteps of charitable giving.

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Net Unrealized Appreciation: An Underused Tax Strategy for Reducing Employer Stock Taxes
Net Unrealized Appreciation: An Underused Tax Strategy for Reducing Employer Stock Taxes

Help your clients retire smarter by leveraging their net unrealized appreciation with their donor advised fund.

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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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Can a Donor Advised Fund Simplify Estate Administration?
Can a Donor Advised Fund Simplify Estate Administration?

Here are four ways DAFs can streamline estate planning for financial advisors.

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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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How A Legacy Letter Can Deepen Family Relationships
How A Legacy Letter Can Deepen Family Relationships

Legacy letters provide a peek at the past and a direction for the future.

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Filters: donors , tips
Helping Your Clients Donate Life Insurance
Helping Your Clients Donate Life Insurance

Help your clients build their charitable legacy with donations of life insurance.

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Benefits of Having a Trusted Philanthropic Partner
Benefits of Having a Trusted Philanthropic Partner

Learn why attorney Abby Leach Schumaker partners with the Saint Paul & Minnesota Foundation to help her clients fulfill their giving goals.

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A Professional Advisor’s Guide to Charitable Conversations
A Professional Advisor’s Guide to Charitable Conversations

Here are a few tips to help you talk to your clients about charitable giving.

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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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Top 5 Reasons to Partner with a Community Foundation
Top 5 Reasons to Partner with a Community Foundation

Here are five unique benefits of working with a community foundation to reach your charitable giving goals.

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