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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. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

  2. Alpha through efficient giving

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  3. Conversation tips for Advisors: Planning a business exit

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  4. Case Study: Net unrealized appreciation strategy

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Case study

  5. Conversation tips for Advisors: Current year planning

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  6. Case Study: Roth conversion with a charitable offset strategy

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Case study

  7. Conversation tips for Advisors: Offseting a high-income year

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  8. How potential tax reform in 2022 could affect your charitable giving

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

  9. Six Strategies For Tax-Effective Charitable Giving

    Audience: Advisor

    Topic: Tax strategies

    Content type: Webinar replay

  10. Maximize Tax Savings by "Bunching"

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Video

  11. Charitable Giving Tax Savings Calculator

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Tool

  12. 2021 Year-End Charitable Planning Panel

    Audience: Advisor

    Topic: Tax Strategies

    Content type: Webinar replay

  13. Smarter Asset Selection

    Audience: Advisors, Clients

    Topic: Tax strategies

    Content type: Video

  14. How Does "Bunching" Work?

    Audience: Advisors, Clients

    Topic: Tax strategies

    Content type: Video

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