July 7, 2025
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, which passed the House by a narrow margin in May. The OBBBA, with nearly 900 pages of provisions, reshapes policy across major sectors of the U.S. […]
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July 3, 2025
By Jody Dilday, Philanthropic Advisor Wouldn’t it be helpful to read your clients’ minds? Especially when it comes to understanding their values, goals, and charitable intent. Good news: You don’t have to guess. Research provides helpful insights into what motivates charitable clients, and how you can meet them where they are. Consider this: In 2024 […]
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July 3, 2025
By Lesley Roberts, Philanthropic Advisor As an estate planning, tax, or wealth advisor, you play a key role in helping your clients make the most of their charitable giving, maximizing both impact and tax benefits. But according to a 2023 survey, just 19.2% of advisors bring up charitable giving regularly with clients, and 44.2% do […]
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