December Newsletter
Your December Content. A note from Joe, testamentary IRA planning, Q&As on QCDs, and your charitable planning cheat sheet.
November Newsletter
Your November Content. A note from Joe, three insights to consider, the election and philanthropy, and navigating multiple charitable strategies.
Your Need to Know for Year-End Giving
Head into the end of the year knowing important dates, tips for year-end giving, and how to help your clients maximize their impact for 2024.
September Newsletter
Your September Content. A note from Joe, trends to watch, and gifts of stock and estate planning
August Newsletter
Your August Content. A note from Joe, Make-A-Will month, counseling your charitable clients on identifying their why, and passing wealth to children.
Gifts of Real Estate: Watch Every Step
We’re hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This blog outlines the general process to achieve the best tax outcome and overall charitable result.