Live Webinars
Join Maeve Miccio, Head of Philanthropic Consulting at Fidelity Investments, for an important look at how to best incorporate philanthropic giving into…
How are your clients giving to charity, and could they be giving in more innovative ways? As their trusted advisor, you can introduce timely planning strategies for smarter…
The sole purpose and objective of an iCLAT is simple. . . TO GENERATE A LARGE IMMEDIATE CHARITABLE INCOME TAX DEDUCTION IN THE CURRENT YEAR, which is based on your clients’…
Do you have a cause that's important to you? Or, are you at the stage in life where you are contemplating how can you help others? Have you ever thought of starting a nonprofit…
Fueled by younger generations accumulating and inheriting wealth, a major shift is underway in how Americans give, the tools they use and even what motivates them. The pandemic…