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This session, led by Advanced Planning expert Heather Zack, JD, LLM, MSFP, CAP® equips advisors with a practical framework for integrating charitable planning into holistic wealth…
Charitable giving is about much more than tax deductions and financial transactions. For many clients, philanthropy represents an opportunity to express deeply held values,…
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…
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