In some ways, the coming chaotic rush to beat the year-end clock no doubt will be like all of those we’ve experienced in the past.… Read More »Trends likely to shape your clients’ end-of-year
One area of wealth management that can be counted on to drive some year-end urgency is charitable giving. As Q4 winds down, your clients become… Read More »The advisor’s year-end checklist for strategic charitable giving
Partner blog: This blog is in partnership with Impax, an industry leader in investing in the opportunities arising from the transition to a more sustainable… Read More »Investing for good: The power of DAFs and sustainable investing
A community foundation is a type of nonprofit organization that works to address a wide range of local needs and supports causes such as education,… Read More »What is a community foundation? Your complete guide
Let’s say that, rather than leading a team at a financial institution, you own a restaurant. You’ve got a solid customer base that loves what… Read More »The DAF dilemma: Don’t let your clients skip dessert
As inflation reaches levels not seen in 40 years, your charitably minded clients are likely worrying about the impact the economy is having on nonprofits… Read More »Inflation’s impact on giving, and how to insulate your clients
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
In the whimsical world of Dr. Seuss, a donor-advised fund might be described in a playful and imaginative way. So Joe Fisher, President & CEO at… Read More »Oh, the Dreams You’ll Fund!
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
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