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.
Charitable Giving Tax Savings Calculator
Audience: Advisor, Client
Topic: Tax strategies
Content type: Tool
Utilize the tool
Case Study: Net unrealized appreciation strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
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Maximize Tax Savings by "Bunching"
Audience: Advisor, Client
Topic: Tax strategies
Content type: Video
Wach the video
Case Study: Roth conversion with a charitable offset strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
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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
Charitable tax deductions – 7 questions answered
Audience: Client
Topic: Tax strategies
Content type: Article
Read the article
9 ways to reduce your taxable income
Audience: Client
Topic: Tax strategies
Content type: Article
Read the article
Tax strategies you should know
Audience: Advisor, Client
Topic: Tax strategies
Content type: Article
Learn more
How Does "Bunching" Work?
Audience: Advisors, Clients
Topic: Tax strategies
Content type: Video
Watch the video
Smarter Asset Selection
Audience: Advisors, Clients
Topic: Tax strategies
Content type: Video
Watch the video
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