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.
2020 issues of Charitable Insights
- January: John Leavitt: Charitable plans transform business
- February: Brittany Lawson's new partnership brings easy client conversations
- March: Michael Fleming: Opportunities with gifts of life insurance
- April: Craig Tharp: Charitable hearts finding purpose
- May: Jennifer Cords: Giving with certainty in uncertain times
- June: Sabrina Fay: Charitable giving brings calm during 'now normal'
- July: Lauren Hutto: Gift Annuity adds charitable choices for clients
- August: Jeff Olinger: Non-traditional giving yields retirement income
- September: Jean Greening: Inspiring everyday generosity for greater impact
- October: Nathan Mahnke: Tax efficiency moves clients from good intentions to action
- November: David Kratz: Donor-advised funds tailored to family giving
- December: Holly Mathiesen: Charitable solutions to bring into 2021