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Planned giving
How to create a family giving plan
While progressing through their careers as attorneys, Alma and Brent Nickels have developed a routine of generosity. With the means and opportunities to support causes… Read More »How to create a family giving plan
Avoid the year-end giving rush
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
Understanding generational giving trends
Despite — or perhaps even in response to — the major global disruptions over the past few years, charitable giving continues to grow. Altogether, individuals,… Read More »Understanding generational giving trends
The Power of Planning: Five Tax-Smart Giving Tips Using Donor-Advised Funds
While taxes aren’t the main motivator for donors, clients want a financial advisor who can offer tax-smart giving strategies that also allow them to reach… Read More »The Power of Planning: Five Tax-Smart Giving Tips Using Donor-Advised Funds
Donor-advised fund tax benefits and deductions for 2024
Charitable giving is an increasingly important part of wealth management, both to allow donors to support causes they believe in and provide them with helpful… Read More »Donor-advised fund tax benefits and deductions for 2024
Why cross-industry collaboration is essential for financial advisors
When financial advisors, CPAs, and attorneys maintain a healthy and communicative relationship, they become a powerhouse team for clients (especially during tax season). So… Read More »Why cross-industry collaboration is essential for financial advisors
How to stand out to HNW clients through philanthropy
More than ever, high-net-worth (HNW) individuals want to make philanthropy part of their wealth strategy. So why aren’t advisors talking to them about it? Kevin… Read More »How to stand out to HNW clients through philanthropy
Q1 2023 Tax Updates
Congress recently passed Secure Act 2.0. The law gives individuals more options for retirement, expands contribution limits, allows more time for retirement plan earnings to… Read More »Q1 2023 Tax Updates
Secure Act 2.0 motivates retirees to give more to charity
Charitable giving in retirement years is a tax-efficient way to support the causes donors care most about. The Secure (Setting Every Community Up for Retirement… Read More »Secure Act 2.0 motivates retirees to give more to charity