Our monthly e-newsletter, Charitable Insights, explores concepts and resources to support your work in incorporating generosity planning into your practice. See below for our library of success stories to hear how your fellow advisers have incorporated charitable planning into their client strategies.
2024 Issues
- September:
CRUT eliminates taxes on depreciated farm equipment - August:
Life estate reserve gift means landowners retain control - July:
More choices help your clients meet their time-horizon preference - May:
Time for a mid-year check up - April:
Expanded Investment Offerings Now Available - February:
Thrivent Charitable celebrates 2023 Voices in Philanthropy - January:
Charitable planning is your differentiator
2023 Issues
- November/December:
Helping clients Prepare for year-end 2023: Utilizing year-end discussions - October:
Stock donations: Looking beyond the checkbook balance - September:
Life Insurance Extends Clients’ Generosity Goals - August:
Real estate donations: Making the complex simple - July:
Noncash donations create decades-long relationships - June:
Endowment funds: plant seeds and watch them blossom - May:
Veteran FA offers 4 charitable conversation starters - April:
Talk less, listen more: building charitable relationships - March:
Ask the right question and follow the answer - January:
Four steps to help your clients plan their generosity