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Advisor Resource Center

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

  2. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  4. Equity Compensation and Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  5. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  7. Case Study: Donating Private Equity Interests to Charity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  8. Smarter Charitable Giving with Non-Cash Assets

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  9. Case Study: Donating S-Corp Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  10. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

  11. Case Study: Donating Appreciated Securities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  12. Uncover Charitable Opportunities From Mergers and Acquisition Activity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  14. Give back when selling your business

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: One-pager

  16. Smarter charitable giving with complex assets

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: One-pager

  17. Make the Most of Your Bitcoin

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  20. Fund Your Charitable Giving from Unexpected Sources

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  21. Donating Cryptocurrency

    Audience: Advisors, Clients

    Topic: Non-cash contributions

    Content type: Video

  22. Donating Equity Compensation

    Audience: Advisors, Clients

    Topic: Non-cash contributions

    Content type: Video

  23. Make the most of an M&A

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

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