Blog
Charitable Giving and Taxes: What You Need to Know in 2023
Charitable giving can impact the world while making you eligible for tax deductions. Review the IRS changes from 2022 to 2023.
Generosity in the Christmas Story
December 12, 2022
The Christmas story is one of generosity in more ways than we realize. Explore six characters in the Christmas story and the generous gift each one gave.
Become a Trusted Voice on Inheritance Planning
November 18, 2022
Financial advisors can help clients think faithfully about their inheritance and provide the estate planning tools to achieve their goals.
Advisors’ 2022 Year End Giving Strategies
November 9, 2022
Year-end giving strategies around charitable bunching, stock giving, & QCDs will provide ways your client can both give & increase tax deductions.
Exploring Noncash Charitable Contributions with Clients
September 9, 2022
Noncash charitable contributions are a great giving opportunity for your client. But they require extra planning. Here's what to keep in mind.