We all know that the new year and a new administration brings lots of potential change. So what is going on that you need to know about to serve your charitable clients? 

Frugal yet charitable clients present interesting challenges for engagement! Here are a few themes to keep in mind during conversations to help the client with their charitable giving vision without breaking the bank.

Starting the charitable giving conversation with your clients doesn’t need to be complicated. Consider these tips on how to meaningfully engage your clients about their community involvement.

Attorneys, CPAs, and financial advisors asked for a “cheat sheet” resources to make it easy to determine which type of charitable planning tool is best for a particular client. Here it is! Main takeaway — call us, we’re happy to discuss philanthropic giving with you or your client

Welcome to our new advisors news & notes section.