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: Roth conversion with a charitable offset 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
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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-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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9 ways to reduce your taxable income
Audience: Client
Topic: Tax strategies
Content type: Article
Read the article
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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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Planning a business exit
Audience: Advisor
Topic: Tax strategies
Content type: Article
Discuss strategies
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Conversation tips for Advisors: Current year planning
Audience: Advisor
Topic: Tax strategies
Content type: Article
Get started
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Conversation tips for Advisors: Offseting a high-income year
Audience: Advisor
Topic: Tax strategies
Content type: Article
Learn more
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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
Watch the video
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Smarter Asset Selection
Audience: Advisors, Clients
Topic: Tax strategies
Content type: Video
Watch the video
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