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Advisor Resource Center

For Advisors

From industry trends and insights to case studies, articles and more, we have the resources you need to elevate your client's giving strategy. Browse the full library or use the filter to tailor your results.

  1. On the Leading Edge: Accelerating Firm Growth With Charitable Planning

    Audience: Advisor

    Topic: Research and reports

    Content type: Report

  2. How potential tax reform in 2021 could affect your charitable giving

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

  3. A Smarter Way to Give

    Audience: Client

    Topic: Charitable giving essentials

    Content type: Video

  4. Charitable giving vehicles comparison

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  5. What is a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  6. Can I make a pledge with a donor-advised fund?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  7. Charitable remainder trusts

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  8. What is a private family foundation?

    Audience: Advisor, Client

    Topic: Charitable giving essentials

    Content type: Article

  9. Charitable Giving Tax Savings Calculator

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Tool

  10. Minimizing your clients’ capital gains

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

  11. Charitable tax deductions – 7 questions answered

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  12. Tips for current year planning

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  13. The charitable opportunity with appreciated stock

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

  14. Tips for clients using a private foundation

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: Article

  15. Tips for reaching the next generation

    Audience: Advisor

    Topic: Family philanthropy

    Content type: Article

  16. Planning a business exit

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  17. Offsetting a high-income year

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  18. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

  19. The Evolution from Charitable Giving to Charitable Living

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  20. 9 ways to reduce your taxable income

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  21. Six tax strategies you should know

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  22. Donating Restricted Stock Case Study

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  23. Family Governance and Family Philanthropy

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Report

  24. Giving Together

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Guide

  25. Engaging the Next Generation

    Audience: Advisor, Client

    Topic: Family philanthropy

    Content type: Guide

  26. Impact Investing: At a Tipping Point?

    Audience: Advisor, Client

    Topic: Research and reports

    Content type: Report

  27. Merger & Acquisition Activity Drives Time-Sensitive Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  28. Charitable Giving and Tax Reform

    Audience: Client

    Topic: Research and reports

    Content type: Report

  29. Charitable Conversation Starters

    Audience: Advisor

    Topic: Charitable giving essentials

    Content type: One-pager

  30. FamilyForward Guide

    Audience: Client

    Topic: Family philanthropy

    Content type: Guide

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