As you work day-to-day with charitable individuals and families, you know that philanthropy rarely exists in a vacuum. It intersects with life events, tax rules, emotional decision-making, and the types of assets your clients actually hold. Gulf Coast is here to help you navigate those intersections with clarity and confidence—especially when clients are facing change, uncertainty, or complexity.
In this edition:
- How Charitable Gifts of Real Estate Can Support Giving Goals
- Postmarks, Rule Changes, and Remedies for Clients’ 2025 Charitable Gifts