2019 Charitable Strategies for Professional Advisors
November – Using Donor Advised Funds in Estate Planning
October – Are Your Clients Looking for a Way to Support Their Favorite Nonprofit?
September – Why Your Client Should Consider THIS Alternative to a Private Foundation
August – Is 2019 the Year for Starting a Charitable Remainder Trust?
July – No Specific Charity? No Problem!
June – Building a Better Tomorrow: How a Perpetual Scholarship Fund at the Community Foundation Can Change the World for Future Generations
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?