A graduate of Purdue University with a degree in Financial Counseling and Planning, Kevin McGrath has unique knowledge of the financial and philanthropic industries. For almost 30 years, he’s designed and implemented comprehensive charitable planning solutions to fit the ever-changing needs of wealth firms, advisors, and nonprofits. As a regular presenter for broker-dealers, conferences, and continuing education events for financial professionals, Kevin has received high marks for his ability to uncomplicate complex information to all audiences.
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
What do a pair of Ferraris, a precious stone from the bottom of the sea, a collection of rare books, and a Western ranch have… Read More »Maximizing giving: Transforming non-cash assets into impact
Donor-advised funds continue to be the fastest growing choice of charitable giving vehicles. According to National Philanthropic Trust’s 2022 Donor-Advised Fund Report, the number of… Read More »Your complete guide to DAFs – Donor-advised funds
Two key rules Advisors who want to have productive philanthropic conversations should follow two key rules: Steps for meaningful charitable conversations As for how to… Read More »Advisor Resource: How to talk to clients about charitable giving
There’s no doubt that the world of investment has been rocked by digitization and technological advances. These changes brought a swift wave of innovation and efficiency… Read More »The Advantages of Using Holistic Wealth Management to Help Clients Succeed
Donor-advised funds (DAFs) are the fastest-growing and most popular charitable giving option today. That’s largely a result of more individuals — especially high-net-worth individuals —… Read More »Simplifying charitable giving: The benefits of a white-label donor-advised fund
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
What motivates high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to participate in philanthropy? Nobody likes paying taxes and since charitable deductions are an obvious and straightforward… Read More »Giving motivations of HNW and UHNW may surprise financial institutions
Savvy advisors know that smart and strategic wealth management is a long game, and to provide truly holistic wealth management, advisors need to have a… Read More »Donor-advised funds: The key to helping clients reach long-term goals
A charitable remainder trust, often referred to as a CRT, is an irrevocable trust that creates a steady stream of income for a donor or… Read More »What is a Charitable Remainder Trust?
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