
Videos
Hear directly from an advice practitioner on how to navigate the charitable conversation with your wealthy clients.

Articles
Our conversation with a leading wealth manager outlines the chief considerations when advising charitable families.

Articles
Three things for advisors to know before helping wealthy families with charitable planning.

Infographics
When it comes to philanthropy, it’s a personal process that many have yet to explore on a deeper level. But by understanding the root of…

White Papers
If you have charitably inclined clients with highly appreciated securities, this could be the ideal time for them to act. By donating those securities to…

White Papers
There are many strategies a private foundation can employ to reduce its tax liability and preserve the value of its endowments. This white paper provides…

White Papers
In addition to supporting the family’s financial, investment, and personal needs, you also assist with the family’s private foundation. Does supporting the foundation take up…

White Papers
You may have clients with private foundations. And if you’ve already agreed to handle the tax work for their foundations, are you ready to cope…

White Papers
Some folks start a private foundation because they want to give back; they want to help out the people, institutions, and communities they care about.…

White Papers
It used to be that good corporate citizenship consisted primarily of grants to community organizations such as soup kitchens and little league teams. But what…