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

  2. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

  3. Make the Most of Your Bitcoin

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  4. The charitable opportunity with appreciated stock

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

  5. Case Study: Donating Private Equity Interests to Charity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  6. Pick the right asset for smarter charitable giving

    Audience: Client

    Topic: Non-cash contributions

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  8. Give back when selling your business

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

  10. Uncover Charitable Opportunities From Mergers and Acquisition Activity

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  11. Case Study: Donating Appreciated Securities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  13. Smarter charitable giving with complex assets

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: One-pager

  14. Beyond Cash: Planning Strategies for Complex Charitable Contributions

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Webinar replay

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: One-pager

  16. Equity Compensation and Charitable Opportunities

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  17. Charitable Opportunities for SPAC Investors

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Guide

  18. Smarter Charitable Giving with Non-Cash Assets

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

  19. Fund Your Charitable Giving from Unexpected Sources

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  20. Conversation tips for Advisors: Minimizing capital gains

    Audience: Advisor

    Topic: Non-cash contributions

    Content type: Article

  21. Case Study: Donating S-Corp Stock

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Case study

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

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

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: White paper

  24. Donating Cryptocurrency

    Audience: Advisors, Clients

    Topic: Non-cash contributions

    Content type: Video

  25. Donating Equity Compensation

    Audience: Advisors, Clients

    Topic: Non-cash contributions

    Content type: Video

  26. Make the most of an M&A

    Audience: Advisor, Client

    Topic: Non-cash contributions

    Content type: Video

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