Giving Insights

Women are playing an increasingly influential role in wealth management. New research suggests advisors can strengthen client relationships by better understanding what women want from financial advice. According to Vanguard’s 2026 Women & Wealth Study, 76% of women feel confident making financial decisions. They also rank educational and collaborative communication as their top preferences when […]

The days are getting shorter—and year-end is getting closer! Of course, year-end is always a busy time for financial, tax, and estate planning advisors. Between reviewing investment portfolios, evaluating tax strategies, and helping clients prepare for the coming year, there’s plenty to cover. You may wonder how on earth you’ll find the bandwidth to also […]

By Lesley Roberts, Philanthropic Advisor Qualified Charitable Distributions (QCDs) can be a powerful charitable planning tool for clients age 70½ and older. At Arkansas Community Foundation, eligible clients can direct QCDs to a designated fund, field-of-interest fund, scholarship fund, or unrestricted fund—or directly support the Community Foundation’s overall mission and work. Because QCDs are so […]

By Jody Dilday, Philanthropic Advisor At Arkansas Community Foundation, we’re always looking for resources that can help advisors have better charitable planning conversations with their clients. Four recent articles share a common theme: the best charitable planning rarely starts and ends with a tax deduction. Instead, philanthropy can become part of larger conversations about a […]

By Lesley Roberts, Philanthropic Advisor For many attorneys, CPAs, and financial advisors, the end of summer signals the beginning of year-end planning. As clients turn their attention to tax and financial planning, it’s a good time to revisit charitable strategies that could help them meet their 2026 goals. One strategy worth putting on the table […]

By Jody Dilday, Philanthropic Advisor] As an attorney, CPA, or financial advisor, you know that donating appreciated stock held for more than one year can be more tax-efficient than writing a check. The client’s charitable deduction is generally based on the stock’s fair market value, while the charity can sell the stock without triggering capital […]

As a professional advisor, you’ve likely seen a shift in how clients think about legacy. More families are moving beyond the traditional “leave everything to heirs” mindset and asking broader questions about stewardship, purpose, and long-term impact. That shift creates an opportunity for deeper planning conversations. Regular estate plan reviews remain essential. Not just to […]

For advisors, recent tax law changes may feel like old news. For many clients, however, the implications are only now becoming clear. As awareness grows, charitable planning conversations are becoming more important than ever. Several changes under the One Big Beautiful Bill Act are reshaping how clients approach giving: A new floor on itemized charitable […]

As charitable planning becomes more integrated into family wealth strategies, one question is surfacing more often: What happens to charitable assets when a marriage ends? For many couples, philanthropy reflects shared values and long-term goals. But in divorce, those charitable assets, whether donor advised funds, trusts, or a private foundation, can become part of broader […]

March 3, 2026

By Ashley Coldiron, Chief Development Officer As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered the role of strategic philanthropy in family business succession planning to help clients get ready for an eventual exit. So how does strategic philanthropy actually play out […]