May 9, 2025
By Lesley Roberts, Philanthropic Advisor As 2025 unfolds with uncertainty, philanthropy remains a powerful strategy for your clients—especially during economic shifts. Here are three key trends to watch as you help clients stay focused on long-term impact. 1. Clients Still Want to Give While overall giving may dip in tough times, committed donors typically continue […]
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May 9, 2025
By Jody Dilday, Philanthropic Advisor There are nearly 150,000 private foundations in the U.S., holding over $1 trillion in assets. So, it’s common for people to consider starting one when planning their charitable giving. You probably have clients who already have a private foundation. But donor advised funds (DAFs) are growing fast—there are almost 2 […]
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May 9, 2025
by Ashley Coldiron, Chief Development Officer If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For most attorneys, CPAs, and financial advisors, CRTs don’t come along every day. Because a CRT can be such an […]
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