Charitable planning fundamentals
Charitable Insights newsletter
Our monthly e-newsletter, Charitable Insights, explores concepts and resources to support your work in incorporating generosity planning into your practice. Subscribe to our free e-newsletter by filling out the form below. You will receive an email confirmation of your enrollment.
Working with clients to develop a strategic charitable plan
Although many people are already generous, they often want to do more for their communities and the causes that matter most to them. You can help them incorporate their charitable giving as part of a strategic plan.