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Playing the long game: Encouraging your clients to plan ahead in 2025 – Professional Advisor Newsletter January 2 of 3

Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025. As compelling as year-end giving may be, perhaps even more compelling are the reasons for planning and launching a charitable giving strategy early […]

Playing the long game: Encouraging your clients to plan ahead in 2025 – Professional Advisor Newsletter January 2 of 3 Read More »

Sifting through it: What’s on the legislative menu that could impact charitable giving? – Professional Advisor Newsletter January 1 of 3

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? At the top of the list of issues we’re watching is what might happen with the Tax Cuts and Jobs Act (TCJA) of

Sifting through it: What’s on the legislative menu that could impact charitable giving? – Professional Advisor Newsletter January 1 of 3 Read More »