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Published 8/16/2021
Charitable Giving Legislation in the News
Our response to the proposed Accelerating Charitable Giving (ACE) Act
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Published 8/12/2021
Beyond ESG: Sustainable Investment
Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.
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Published 6/22/2021
How to Talk to Clients about Charitable Giving
Janelle J. Chambers, attorney for Chandler & Brown, Ltd., shares tips on how to best support your clients’ philanthropy.
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Published 5/21/2021
Values-based Investing: What It Is and How We Do It
Chief Investment Officer Shannon O’Leary discusses how the Foundation’s investment strategy promotes equity.
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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 3/12/2021
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 8/03/2020
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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