Professional Advisors
If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year.
Giving Strategies
6 Tips to help guide your giving when the market is tough, but community needs are high.
Giving Strategies
Learn about the ins and outs of endowments in this comprehensive blog post. Discover what an endowment is, how it works, the different types of endowments, what it means to have an endowment, how endowments make money, the benefits of an endowment, and more. Get all your endowment questions answered.
Professional Advisors
What you need to know about the Consolidated Appropriations Act passed into law late 2022 and how it impacts charitable giving opportunities.
