Charitable Insights: 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.
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