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December 2025 Newsletter
Your December Content. Closing out 2025 with the current tax rules and understanding why charitable intentions matter.
November 2025 Newsletter
Your November Content. Qualified Charitable Distributions (QCDs) a time tested strategy and how to spot a "charitable exit."
October 2025 Newsletter
Your October Content. Estate Planning Week and how three client situations can have one common theme.
September 2025 Newsletter
Your September Content. Gift planning for 2025, FAQs about IRAs & QCDs, and corporate charitable strategies
August 2025 Newsletter
Your August Content. Defining legacy, QCDs and Endowed Funds, clients who prefer anonymity, and gifts of artwork.
One Big Beautiful Bill Act: Impacts on Charitable Giving
As your trusted philanthropic resource and partner, we want to keep you informed about recent legislative changes, specifically the One Big Beautiful Bill Act, that may affect your client's charitable giving and the causes they support.