2026
We are honored to kick off another year working with so many attorneys, financial advisors, and CPAs to help you serve your philanthropic clients. We're dedicated to keeping you up-to-date on what's happening as the new year dawns.
In this edition:
Newsletters and stories offering fresh viewpoints on charitable tools, client scenarios, and the role advisors play in meaningful giving.
Professional Advisor January 2026 Newsletter. Tax rules in 2026, why Donor Advised Funds are still essential, and a QCD case study.
Professional Advisor December 2025 Newsletter. Last call for current tax rules and why charitable intentions matter.
Professional Advisor November 2025 Newsletter. The value of QCDs and how to spot "charitable exits."
Professional Advisor October 2025 Newsletter. Making the most out of Estate Planning Week and how to recognize themes among different clients and solutions.
Professional Advisor September 2025 Newsletter. Gift planning for 2025, tongue twister acronyms to know, and factors influencing giving for corporations.
Your Partner. Your Resource.
Gain your own philanthropic back office resource by subscribing to our monthly newsletter designed especially for Professional Advisors. Each issue delivers timely insights, practical tools, and real-world resources designed to help you better serve your clients’ philanthropic goals—making complex giving strategies easier to understand, discuss, and implement with confidence.
