Advisor insights

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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. Six tax strategies you should know

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  2. Case Study: Roth conversion with a charitable offset 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. Alpha through efficient giving

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  5. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

  6. Case Study: Net unrealized appreciation strategy

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Case study

  7. Charitable Giving Tax Savings Calculator

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Tool

  8. Conversation tips for Advisors: Planning a business exit

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  9. Conversation tips for Advisors: Current year planning

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

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

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

  11. 9 ways to reduce your taxable income

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  12. Charitable tax deductions – 7 questions answered

    Audience: Client

    Topic: Tax strategies

    Content type: Article

  13. Maximize Tax Savings by "Bunching"

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Video

  14. 2021 Year-End Charitable Planning Panel

    Audience: Advisor

    Topic: Tax Strategies

    Content type: Webinar replay

  15. Six Strategies For Tax-Effective Charitable Giving

    Audience: Advisor

    Topic: Tax strategies

    Content type: Webinar replay

  16. How Does "Bunching" Work?

    Audience: Advisors, Clients

    Topic: Tax strategies

    Content type: Video

  17. Smarter Asset Selection

    Audience: Advisors, Clients

    Topic: Tax strategies

    Content type: Video

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