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
Utilize the tool
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Case Study: Net unrealized appreciation strategy
Audience: Advisor, Client
Topic: Tax strategies
Content type: Case study
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Tax benefits of donor-advised funds
Audience: Client
Topic: Tax strategies
Content type: Video
Watch the video
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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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9 ways to reduce your taxable income
Audience: Client
Topic: Tax strategies
Content type: Article
Read the article
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Tax strategies you should know
Audience: Advisor, Client
Topic: Tax strategies
Content type: Article
Learn more
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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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7 charitable tax deduction questions answered
Audience: Client
Topic: Tax strategies
Content type: Article
Read the article
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Smarter Asset Selection
Audience: Advisors, Clients
Topic: Tax strategies
Content type: Video
Watch the video
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