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Charitable giving is a powerful way to encourage clients to include families in their charitable planning. While financial advisors often wonder if charitable giving is… Read More »A Legacy of Giving: How Charitable Giving Brings Families Together

As 2022 draws to a close, the biggest story for taxpayers is the continued delays and paper backlogs at the Internal Revenue Service. The IRS reduced… Read More »Q4 2022 Tax Updates

In 2021, an estimated “… 49% of Gen Zers donated to a cause or person they discovered on social media [and] 43% contributed to a… Read More »Philanthropy for all: How Flex Giving accounts increase opportunities to give  

The holidays are here, and as year-end gets closer, generosity across the U.S. increases. Most of these gifts come in the last three weeks of… Read More »How to start the charitable conversation with clients

$484.85 billion   That’s how much Americans donated in 2021. In an impressive feat, individuals in the U.S. have continued setting new record-high donation amounts for… Read More »Smart philanthropy: The gift that sets your firm apart

What advisors need to know about charitable donations What are the benefits of donations for businesses? Which donations qualify for deductions? Special rules for charitable… Read More »Tax deductible donations explained: Limits and tax rules

With the new year almost here, now is a great time to formalize and finalize your client’s end-of-year giving plan to ensure they meet their… Read More »Maximize your clients’ year-end giving strategy

You may be aware that every U.S. and foreign charity that is recognized by the IRS and qualifies under Section 501(c)(3) of the Internal Revenue… Read More »Private Foundation vs. Public Charity: Definition, Differences, and Benefits Explained

We are honored to recently announce that we received a prestigious recognition in the 10th annual Best in Biz Awards International program, an independent global… Read More »Ren Named a Company of the Year by Best in Biz Awards