Charitable planning fundamentals
What is charitable planning and how can you incorporate it into your practice? Learn more in this seminar presentation for financial professionals.
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.
Helping clients prepare for year-end
October 2021 issue
As you help your clients prepare for the end of the year, it’s a great time to assess their charitable giving plans. Learn about possible ways you can help your clients making the most of what they have been given and realize potential tax efficiencies.