Binoculars on top of a mountain

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. Case Study: Net unrealized appreciation strategy

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Case study

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

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

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

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Case study

  5. Maximize Tax Savings by "Bunching"

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Video

  6. Charitable Giving Tax Savings Calculator

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Tool

  7. Charitable tax deductions – 7 questions answered

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  8. 9 ways to reduce your taxable income

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  9. Six tax strategies you should know

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  10. Smarter Asset Selection

    Audience: Advisors, Clients

    Topic: Tax strategies

    Content type: Video

  11. How Does "Bunching" Work?

    Audience: Advisors, Clients

    Topic: Tax strategies

    Content type: Video

Tell us what you think!

Your feedback is valuable to us. Complete this brief survey about your experience using the Advisor Resource Center.