Live Webinars
Many clients need current-year income tax relief after a major tax event — sale of real property or a business, a large bonus, IRA/401(k) or Inherited IRA distributions, a Roth…
Most advice about charitable giving is built on good intentions and gut instinct. Charitable giving expert Russell James J.D., Ph.D. , built his on evidence: a national…
Drawing on empirical research from the Donor-Advised Fund Research Collaborative (DAFRC)—including focus groups and survey responses from 669 financial advisors—this presentation…
2 Hours | Eligible for CFP® and IAR CEThe OBBBA did not make charitable planning less valuable—it made the choice of what to give, when to give, and how to give it more important…
Nonprofit capital campaigns demand a compelling narrative and a thoughtful communications strategy that inspires donors, engages stakeholders, and safeguards organizational trust…
