2026
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.
We look forward to helping you and your clients make the most of charitable planning opportunities throughout the months ahead.
Newsletters and stories offering fresh viewpoints on charitable tools, client scenarios, and the role advisors play in meaningful giving.
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.
Professional Advisor July 2026 Newsletter. The summertime pace may change for attorneys, CPAs, financial advisors, business brokers and other colleagues while clients are on vacation and shifting their schedules—but you may be busier than ever as you address real-time opportunities and gear up for fall transactions and year-end planning.
Professional Advisor June 2026 Newsletter. As the days grow longer and a new season begins to unfold, the team at Gulf Coast knows that summer often brings a fresh perspective—and sometimes a closer look at what clients truly value.
The following guest column by Joe Carter appeared in the Saturday, May 30, 2026 edition of SRQ Daily.
Professional Advisor May 2026 Newsletter. Tax season offers the opportunity for conversations, what to consider with charitable assets in a divorce, and Charitable Lead Trusts as a vehicle for planning.
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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.
