2019 Charitable Strategies for Professional Advisors
January – Who Should Consider a Charitable Bequest?
2018 Charitable Strategies for Professional Advisors
December – Four Things to Know about Gifting Stock to Charity
November – Rolling Into the Year-end Giving Season
October – Estate Planning: What Questions Are You Asking
September – New Tax Law: 4 Ways to Maximize Charitable Deductions
August – Are Charitable Gift Annuities Right for Your Clients?
2018 Planned Giving News
July – Giving $ense with Joe Carter
June – Raising the Bar to Maximize Clients’ Gifts
May – Help Your Clients Leave a Lasting Legacy
April – Giving Vehicles to Fulfill Clients’ Philanthropic Goals
March – Giving Strategies to Help Your Clients Make the Most of the New Tax Law
February – Charitable Funds Make Impact in Both Life and Death
January – How Can You Help Your Clients Give Back This Year?