Helping You Stay Current on Charitable Giving Topics

We’re honored to work with so many attorneys, accountants and financial advisors who are committed to helping clients achieve their philanthropic goals. Every day, we are inspired by our donors – your clients – who frequently tell us how grateful they are for the strong, working relationship between you, as their trusted advisors, and our team, as a trusted source for community knowledge and charitable gift planning.

In that spirit, we publish this newsletter to help you stay current on the charitable giving topics that are on the minds of your philanthropic clients, including tax developments that impact charitable giving. Our goal is to provide a valuable top-line run down and an open invitation to reach out to our team to discuss topics that catch your eye. We’d love to share more and add value to your work.