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The Gift of Cryptocurrency
The Gift of Cryptocurrency

Make cryptocurrency part of your or your clients' charitable giving plan.

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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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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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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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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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