2024 top trends in wealth management
Despite the upheavals and aftershocks over the last couple of years brought about by a pandemic, inflation, and other world events, the wealth management industry… Read More »2024 top trends in wealth management
With a B.A. in Finance from Anderson University, an MBA from Butler University, and a CFP® professional, Kyle has over 20 years of experience in every aspect of creating and administrating various charitable gift instruments. He’s developed thousands of charitable planning strategies and has handled compliance issues, accounting questions, tax return audits, and the review of proposed investments for charitable gifts. Kyle now runs a team that supports the growth and success of philanthropic programs. He is a frequent presenter at national and regional conferences to educate financial professionals and planned giving officers on how to create effective charitable planning strategies.
Despite the upheavals and aftershocks over the last couple of years brought about by a pandemic, inflation, and other world events, the wealth management industry… Read More »2024 top trends in wealth management
A charitable remainder annuity trust (CRAT) is a type of charitable remainder trust that enables a donor to support a charity while receiving a fixed… Read More »What is a charitable remainder annuity trust? Your complete guide
When it comes to securing a financial future and supporting meaningful charitable causes, a charitable remainder trust, or CRT, achieves both. This financial tool can… Read More »Understanding charitable remainder trusts (CRTs) — The pros and cons
To make a positive impact on society, support charitable missions, and leave a lasting legacy for future generations, consider starting a private family foundation. A… Read More »What is a private family foundation? Your complete guide
One area of wealth management that can be counted on to drive some year-end urgency is charitable giving. As Q4 winds down, your clients become… Read More »The advisor’s year-end checklist for strategic charitable giving
Like a lot of Americans, many of your clients probably plan to leave some of their wealth to charity. After all, it’s good to know… Read More »Funding a DAF or CRT through an estate
A community foundation is a type of nonprofit organization that works to address a wide range of local needs and supports causes such as education,… Read More »What is a community foundation? Your complete guide
It’s a familiar scenario: The calendar is on its final pages and a client decides they want to contribute to charity. Maybe they’re looking for… Read More »Avoid the year-end giving rush
While it can seem easy these days to lump “younger clients” into one big basket, the truth is that the up-and-coming generations fall into three… Read More »Engage Next Gen donors through strategic giving
In the professional services industry, the key to success is simple and clear: Know what your ideal clients want and help them get it. As… Read More »How to retain HNW clients with donor-advised funds: A financial advisor’s guide