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Meet the 2023 Chartered Advisor in Philanthropy® Class

Since 2011, the Chartered Advisor in Philanthropy® (CAP®) program has helped 147 professional advisors bring philanthropic expertise to clients. We are welcoming 16 new participants to this yearlong program. CAP® features […]

Apr 24th, 2023   Advisors, Philanthropy

Q&A with Brandon Hamm

Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]

Apr 17th, 2023   Advisors, Philanthropy

3 tax tips for helping clients claim charitable deductions

Charitable deductions and the vehicles that generate them continue to land on the IRS’s radar. Consider these three quick tips to stay ahead. 1. The IRS is really, really picky […]

Apr 17th, 2023   Advisors, Philanthropy

Proposed legislation: Is better tax deductibility back on the table?

Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in the occasional change to the provisions of the Internal Revenue Code governing charitable giving. At the […]

Apr 17th, 2023   Philanthropy

Turmoil in banking and technology: Optimism for charitable giving?

And, the wild ride continues! It’s been three years since the Covid-19 pandemic swept the globe and wreaked havoc across every area of the economy. Then came inflation, rising interest […]

Apr 17th, 2023   Advisors, Philanthropy

Giving a business to charity: Stack the odds in your client’s favor 

Despite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profile giving by donors associated with well-known businesses has maintained its […]

Mar 16th, 2023   Advisors, Philanthropy

Hidden no more: Designated Funds and Field of Interest Funds

Most attorneys, accountants, and financial advisors are well-aware of Donor Advised Funds and the reasons behind their popularity. This vehicle is an excellent way for your clients to organize their […]

Mar 16th, 2023   Advisors, Philanthropy

Advisor Q&A with Brett Ebert

Your clients rely on your guidance to make important financial decisions. When it comes to charitable giving, we can partner with you to simplify their giving and amplify their impact. […]

Feb 13th, 2023   Advisors, Philanthropy

Earthquake relief: How to support rescue, recovery efforts in Turkey and Syria

On Feb. 6, a massive 7.8 magnitude earthquake struck Syria and Turkey, killing more than 36,000 people. Recovery efforts are expected to take months, possibly years. Here is a list […]

Feb 13th, 2023   News, Philanthropy

Valuable conversations: Why it’s smart to talk with your clients about charitable giving

  January is a good time to start helping your clients plan for their annual giving. With the year-end flurry of donations still fresh in many clients’ minds, you may […]

Jan 17th, 2023   Advisors, Philanthropy

Join the Giving

You can help us strengthen our community, and we can help you make your giving more effective. Be a part of the good we’re growing by contributing to one of our funds or opening your own philanthropic fund.