2019 Charitable Strategies for Professional Advisors
May – Assisting Clients in Times of Mourning
April – Did You Know About This Fantastic Planning Tool?
March – The Charitable Gift Annuity – Ancient History?
February – IRA Charitable Rollover: How Do Clients Benefit?
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?