2026
Year-end planning is underway. We know you’re gearing up to implement clients’ year-end strategies and answer their questions as the end of the tax year approaches including charitable giving. As always, it is our pleasure to keep you up to date on what’s trending.
Newsletters and stories offering fresh viewpoints on charitable tools, client scenarios, and the role advisors play in meaningful giving.
Professional Advisor October 2026 Newsletter. Year-end planning is underway and we know you’re gearing up to implement clients’ year-end strategies and answer their questions as the end of the tax year approaches including charitable giving.
The following article appeared in the Business Observer on October 2, 2026.
Professional Advisor September 2026 Newsletter. As the community is preparing for a season of events, galas, and donor meetings, no doubt professional advisors are bracing for their own year-end rush of planning opportunities with clients.
Fall is the perfect time to check in on your charitable giving goals before fall gets into full swing.
Professional Advisor August 2026 Newsletter. Although summer isn't quite over yet, many attorneys, CPAs, and financial advisors are already thinking ahead to year-end planning. That’s smart, especially where charitable giving is concerned. The fourth quarter is an ideal time to revisit key strategies with your clients.
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