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Published 4/28/2021
How to Have Conversations About Estate Planning
Tara Mattessich, shareholder at Larkin Hoffman, shares her tips and tricks for discussing philanthropy with clients.
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Published 4/06/2021
How to Decide Between a DAF and a Private Foundation
Compare the process, benefits and responsibilities of two popular giving vehicles.
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Published 3/18/2021
Helping Your Clients Donate Life Insurance
Help your clients build their charitable legacy with donations of life insurance.
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Published 3/12/2021
Helping Your Clients Talk to Their Families About Money
Philanthropic Advisors share how 21/64 training helps us assist families with giving.
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Published 2/08/2021
Incorporate Giving Into Your Practice
Why now is the time to incorporate giving into your practice - with tips on how to support your clients' charitable wishes.
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Published 1/15/2021
How a Rural Attorney Built Her Practice
Attorney Abby Leach Schumaker shares her views on the importance of community foundations and charitable giving in a rural community.
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Published 10/12/2020
Q&A With Clayton Chan
The estate planning lawyer shares his views on charitable giving, community foundations and helping clients achieve their goals.
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Published 8/19/2020
Four Tips to Engage Your Clients in Family Giving
Talking to clients about multigenerational giving can increase satisfaction and build your practice.
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Published 8/12/2020
Using Stock to Support Your Favorite Charities
Did you know that you can donate stock as a way to grow your fund and support your favorite nonprofit organizations?
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Published 8/03/2020
Summer Reads and Listens for Professional Advisors
Check out our staff recommendations for articles and podcasts to stay on top of the CARES Act and financial advising.
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Published 5/11/2020
Nine Tips to Help Clients with Planned Giving
With increased interest in estate planning, here are ways to connect with clients on this important subject.
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Published 4/29/2020
Three Benefits of Donor Advised Funds for Professional Advisors
Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.
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Published 4/28/2020
The CARES Act and Charitable Giving
The CARES Act includes three specific provisions that relate to charitable giving and offer nonprofits unique fundraising opportunities.
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Published 4/21/2020
Investment Update
We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio.
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Published 3/12/2020
Power of Relationships
Here's how one Professional Advisor helped open 100 funds with the Foundation.
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Published 2/25/2020
How to Answer Your Clients' Top Five Giving Questions
The Foundation answers some of the top questions your clients are going to ask about their giving this year.
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