Giving Insights

As you talk with your clients about charitable giving, are you leading with tax benefits? Deferring philanthropy topics until November and December? Not looking at the big picture? According to a recent article, you may want to rethink your approach. The article points out the importance of engaging specialists to assist you in advising a […]

May 12, 2023

Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. It likely has a lot to do with the buzz about Qualified Charitable Distributions (QCDs), which allow those who’ve reached the age of 70 ½ to direct up to $100,000 annually […]