Philanthropy

Clients interested in philanthropy? Become an expert Fallback Image Decorative pattern

Industry

Clients interested in philanthropy? Become an expert

New designation for advisors revolves around gift planning strategies

By Staff |September 20, 2018

1 min read

Finding the right donation strategy for every client Fallback Image Decorative pattern

Tax News

Finding the right donation strategy for every client

Tips for maximizing generosity

By Jessica Bruno |November 24, 2017

10 min read

Setting up your own charity Fallback Image Decorative pattern

Industry

Setting up your own charity

Sharon’s son was diagnosed with Batten disease at age 9, and succumbed 10 years later. Batten disease is a rare disorder of the nervous system with no cure. Sharon, who also has a teenage daughter, has vowed to find that cure. She’s particularly motivated because the disease is genetic, and her daughter’s future children could […]

By Allan Tong |May 6, 2016

4 min read

Help clients give away assets Fallback Image Decorative pattern

Estate Planning

Help clients give away assets

Gifting assets during one’s lifetime is fraught with legal and tax traps

By Elaine Blades |November 27, 2015

4 min read