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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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Is a Life Income Gift Right for Your Client?
Is a Life Income Gift Right for Your Client?

Six questions to ask when helping your client choose a charitable gift annuity or charitable remainder trust.

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Benefits of Donating a Business or Donating Private Stock
Benefits of Donating a Business or Donating Private Stock

Considering a business transition? Here’s why you should consider making charitable giving part of any business exit plan.

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Non-cash Assets: Why You Should Talk to Your Clients about Giving Options
Non-cash Assets: Why You Should Talk to Your Clients about Giving Options

Donating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.

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How to Make Executive Compensation Part of Your Clients’ Charitable Giving
How to Make Executive Compensation Part of Your Clients’ Charitable Giving

Learn how stock options, executive pay and other compensation could be part of your clients’ giving plan with our quick reference guide to donating executive compensation.

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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 choosing a DAF provider as well as how their services compare.

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Guide Your Clients’ Strategic Giving in High-income Years
Guide Your Clients’ Strategic Giving in High-income Years

Learn how bunching can be beneficial to achieving your clients’ giving and tax goals.

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