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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

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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. 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

  4. Conversation tips for Advisors: Minimizing capital gains

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

    Get started

  5. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

    Access the guide  Opens in a new window

  6. Equity Compensation and Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  7. Case Study: Donating Private Equity Interests to Charity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  9. 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

  10. Smarter Charitable Giving with Non-Cash Assets

    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. Beyond Cash: Planning Strategies for Complex Charitable Contributions

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Webinar replay

    Watch the video

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

    Access the case study  Opens in a new window

  14. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

    Explore the strategy

  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. The charitable opportunity with appreciated stock

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

    Learn more

  17. 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

  18. Uncover Charitable Opportunities From Mergers and Acquisition Activity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  19. Make the Most of Your Bitcoin

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

    Access the case study  Opens in a new window

  20. Give back when selling your business

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Article

    Follow these tips

  21. 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

  22. 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

  23. 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

  24. Donating Cryptocurrency

    Audience: Advisors, Clients

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  25. Donating Equity Compensation

    Audience: Advisors, Clients

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

  26. Make the most of an M&A

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

    Watch the video

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