Professional Advisors
OBBB Philanthropy & Tax Implications
For funders, nonprofits and professional advisors - what to plan for from the OBBB
Professional Advisors
Charitable mindset: What are clients thinking?
Knowing what clients may be thinking related to charitable giving can help you address the philanthropic components of a client’s estate and financial plan
Giving Strategies
Advancing your purpose: Considerations for a philanthropic retirement
Retirement offers a unique opportunity to rediscover a sense of purpose beyond the confines of a traditional career
Giving Strategies
More than meetings: Considerations for joining a board
Choosing the right board service opportunity for YOU
