News for Professional Advisors

Local giving: Our community nonprofits need us

Our community needs us. Whatever your passion is – from causes that support youths to parks to social services – local charitable giving can be particularly meaningful right now.

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One Big Beautiful Bill: 3 insights for philanthropy

Are you wondering how the passage of the One Big Beautiful Bill will affect your clients? Here are three insights - on the standard deduction, charitable deductions for non-itemizers and the estate tax exemption.

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Create a lasting legacy with a Donor Advised Fund

Some clients, particularly those without children or close family, view philanthropy as a way to extend their values and their legacy. But what’s the right financial vehicle for them to make a lasting difference?

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