Philanthropy

Learn how Wealth Advisors can advise clients on philanthropy and the public good.

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Harnessing Joy as a Catalyst for Philanthropic Change

Nov 25, 2020

Three simple questions to begin a joyful process of discovery with your clients.

Accelerating in Full the Good To Be Done

Nov 23, 2020

Christopher P. Woehrle examines whether accelerating the charitable good from a charitable lead trust makes sense in this era of unprecedented economic distress.

The Window Is Closing for Donors to CARE

Nov 23, 2020

Help clients maximize the new deduction limit before some provisions expire at year-end.

Philanthropy Is the Key to Combating Hunger in America

Nov 12, 2020

But it will take a bilateral approach to finally ameliorate this critical societal need and philanthropic challenge.

Pandemic Philanthropy: Align Giving With Your Clients’ Faith

Nov 06, 2020

No matter what the clients’ faith, here are three strategies financial advisors can use to coach clients through these decisions.

Five Potential Pitfalls for Next-Gen Philanthropists

Nov 03, 2020

Some of the most common traps advisors can help younger clients avoid.

Just What Is a 'SLAT,' Anyway?

Oct 27, 2020

For married clients reluctant to make gifts directly to their children, a spousal lifetime access trust can be an ideal solution.

More Museums to Deaccession Works in Light of Pandemic

Oct 21, 2020

This practice may prompt future donors to place more restrictions on their pieces.

Eight Steps for Year-End Giving

Oct 20, 2020

Now’s the time to start meaningful conversations with your clients.

Four Client Conversation Topics for the Fourth Quarter

Oct 12, 2020

Turn your clients’ worries into workable actions.