Blog

a husband and wife sit on the couch with their ipad to go over what they need to know about charitable giving and taxes for 2023

Charitable Giving and Taxes: What You Need to Know in 2023

January 20, 2023

Charitable giving can impact the world while making you eligible for tax deductions. Review the IRS changes from 2022 to 2023.

carved figurines depicting the birth of Jesus and the christmas story

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.

Man paging through an open binder thinking through inheritance plans

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.

Advisor offers year end giving strategies to young couple

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.

Advisor Explore Noncash Charitable Contributions with Clients

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.