Professional Advisors
FAQs: A snapshot of clients’ tax-time charitable giving questions
Revisiting the basic tax principles related to charitable giving
Giving Strategies
Estate planning: One of the best ways to show you care
Intentional estate planning shows you care
Giving Strategies
NIL collectives: A cautionary tale about private benefit rules
Huskies AND Cougs - both should know the details behind NIL collectives
Professional Advisors
How “catch-up” contributions can boost clients’ giving
How to help a client plan ahead to maximize a bequest of retirement fund assets and increased giving during the client’s lifetime
