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Simplify your giving.
Apr 2, 2026
By Kim Ledger
The Strategy Most Advisors Never Bring to a Business Owner
Mar 25, 2026
By John Coogan, SVP Solutions Group
Who Should Administer Complex Charitable Programs? How Institutions Decide Where Operational Responsibility Lives
By Alex Prosser, Senior Manager, Solutions Group
Why Sub-Accounting Is the Bottleneck to Scaling Philanthropic Programs
By Kevin McGrath, Sr. Director, Solutions Group
Split-Interest Gifts: The Commitment That Begins After the Gift Is Signed
Mar 18, 2026
By Jordan Richardson, AIF®, CAP®, IPA, Charitable Strategist
Why Clients Open DAFs Without Telling You, And How to Make Sure They Don’t
Mar 3, 2026
By Carly Evans, Charitable Strategist
The 2026 Pivot: Beyond the TCJA Sunset and the New Philanthropic Calculus
Feb 18, 2026
By Cole Davidson, Business Development Executive, Complex Assets
Why Private Equity Changes When You Talk About Charitable Planning
Feb 3, 2026
How Donating Non-Cash Assets Actually Works
Jan 30, 2026
By Kaycee Butler, Charitable Strategist
What to Say When a Client Mentions Taxes but Not Giving
By Tim Sylvester, Charitable Strategist
Why Advisors Wait Too Long to Bring Up Philanthropy (and How to Avoid It)
Jan 28, 2026
By Carla Comstock, Charitable Strategist
Charitable Giving After OBBBA: What Advisors Need to Know and How to Explain It
Jan 15, 2026
The Hardest Part of Charitable Planning Is Knowing How to Start the Conversation
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