Timing is crucial, so consult this comprehensive breakdown.

As the holidays approach, consider “the fierce urgency of now.”

Three checklists to help ensure productive client conversations around philanthropy, and point to some traps for the unwary.

Jonathan G. Tidd shares seven common questions he gets from clients and the answers he provides.

Encourage clients to gift now rather than as part of testamentary planning.

Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance.

The economic benefits related to giving are perhaps the most misunderstood motivators of charitable gifts.

Cautionary examples why the appraisal requirements should be taken seriously.