Unlocking the power of philanthropy for your clients The RIA Philanthropy Playbook is your go-to guide for integrating strategic charitable giving into your client conversations.… Read More »RIA Philanthropy Playbook
Recent legislation has extended key provisions of the 2017 Tax Cuts and Jobs Act, removing uncertainty around income tax brackets, the standard deduction, and lifetime… Read More »What the new tax law means for you and your clients
Key takeaways: Situation: A successful business owner with a sizable IRA wanted to leave a meaningful legacy to his community and reduce his heirs’ tax… Read More »How an IRA funded a legacy through a donor-advised fund
Key takeaways Situation: A donor wanted to make a significant gift to support Ukraine but was facing high capital gains taxes on a valuable asset. Solution:… Read More »Ukraine’s jewel: A story of impact
Key Takeaways Situation: A widow inherited her late husband’s rare book collection and wanted to honor his legacy while supporting the causes they both cared… Read More »Pages of generosity: Wilson’s literary legacy
As of February 21, 2025, the Department of Government Efficiency (DOGE) is driving changes—$3.4 billion in reported savings, federal tech upgrades, and workforce shifts Your… Read More »DOGE developments: A window of opportunity for financial advisors
Partner blog: This blog is in partnership with CapShift, a specialist firm whose impact investing platform and suite of solutions empower financial and philanthropic institutions,… Read More »Help clients give smarter: The power of recoverable grants
As we approach the 2024 election, wealthy individuals face significant changes to their financial outlook – and while some are tempted to wring their hands… Read More »Election 2024: Essential tax strategies advisors are using now
Takeaways SITUATION: Craig, facing a substantial tax bill from selling his $95 million farm-to-table business with nearly zero cost basis, was determined to transform his… Read More »Using a DAF to donate business interest anonymously
Takeaways SITUATION: Mark and Sally, deeply troubled by the escalating climate crisis, felt frustrated and powerless when their commercial DAF provider couldn’t support their desire… Read More »Using a DAF for climate support: Turning concerns into action
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