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Advisor insights

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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. Case Study: Donating Restricted Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

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  2. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

    Read how it works

  3. Make the Most of Your Bitcoin

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

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  4. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

    Explore the strategy

  5. Case Study: Donating Private Equity Interests to Charity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

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  6. Give back when selling your business

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Article

    Follow these tips

  7. Using Restricted Stock and Other Equity Awards for Tax-Smart Giving

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

    Access the white paper  Opens in a new window

  8. Uncover Charitable Opportunities From Mergers and Acquisition Activity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  9. Case Study: Donating Privately Held C-Corp Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

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  10. Private Equity Interests: A Smarter Way to Fund Philanthropy

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  11. Case Study: Donating Appreciated Securities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

    Access the case study  Opens in a new window

  12. Equity Compensation and Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  13. Smarter charitable giving with complex assets

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: One-pager

    Access the one-pager  Opens in a new window

  14. Smarter Charitable Giving with Non-Cash Assets

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  15. Portfolio Rebalancing: A Tax-Efficient Opportunity for Charitable Giving

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: One-pager

    Access the one-pager  Opens in a new window

  16. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

    Access the guide  Opens in a new window

  17. Fund Your Charitable Giving from Unexpected Sources

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

    Access the white paper  Opens in a new window

  18. Case Study: Donating S-Corp Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

    Access the case study  Opens in a new window

  19. Five Essential Tips for Donating Your Business Interest Before You Exit

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

    Access the white paper  Opens in a new window

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

    Access the white paper  Opens in a new window

  21. Donating Cryptocurrency

    Audience: Advisors, Clients

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  22. Donating Equity Compensation

    Audience: Advisors, Clients

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  23. Make the most of an M&A

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

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