News for Professional Advisors

Legislative Focus: Secure Act 2.0 Updated Giving Strategies

These recent legislative updates have caught our attention and we’re hopeful our insights will be helpful to you as you work with your clients.

Case Study: Individually Managed Funds

He helped his clients realize important charitable tax benefits and he continues to manage the charitable assets in-house, ensuring the continuation of his clients’ long-term investment strategy. How one advisor put our Individually Managed Funds program to work.

Are Your Clients Selling a Business?

Don’t miss the opportunity to advise your clients of the potential to realize significant tax benefits by donating a portion of their business interests to a donor advised fund.

Corporate Giving: Execs Keep Social Impact Programs Top of Mind

How one business worked with the Community Foundation to structure a social impact program.

Engaging the Next Generation

Philanthropic planning is often an excellent way to involve the next generation. Bringing family members to the table increases the likelihood of keeping next-gen family members as clients. As you offer advice to your clients, learn how our most popular giving vehicle offers flexibility and benefits for your clients and their family members.

The Advisor Resource: February 2022

See the February 2022 issue of The Advisor Resource, our eNews for attorneys, accountants and financial advisors.