Advisor insights
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.
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Charitable Giving Tax Savings Calculator
Audience: Advisor, Client
Topic: Tax strategies
Content type: Tool
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Case Study: Roth conversion with a charitable offset strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
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Conversation tips for Advisors: Current year planning
Audience: Advisor
Topic: Tax strategies
Content type: Article
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Case Study: Net unrealized appreciation strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
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Conversation tips for Advisors: Offseting a high-income year
Audience: Advisor
Topic: Tax strategies
Content type: Article
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Tax-smart giving with equity awards
Audience: Advisor, Client
Topic: Tax strategies, Non-cash contributions
Content type: Article
Read how it works
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Planning a business exit
Audience: Advisor
Topic: Tax strategies
Content type: Article
Discuss strategies
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Maximize Tax Savings by "Bunching"
Audience: Advisor, Client
Topic: Tax strategies
Content type: Video
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Tax strategies you should know
Audience: Advisor, Client
Topic: Tax strategies
Content type: Article
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How Does "Bunching" Work?
Audience: Advisors, Clients
Topic: Tax strategies
Content type: Video
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Smarter Asset Selection
Audience: Advisors, Clients
Topic: Tax strategies
Content type: Video
Watch the video
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