News for Professional Advisors

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.

The Advisor Resource: August 2021

See the August 2021 issue of The Advisor Resource, our eNews for attorneys, accountants and financial advisors.

Donating Appreciated Stocks

The recent sale of Raven Industries is a good reminder why donating appreciated stocks makes great sense.