For Our Professional Advisors: Tips for serving clients who love local
Your charitably-minded clients certainly have no shortage of options for their philanthropic dollars. Many clients use their donor-advised funds, for example, at the Area Foundation to support favorite charities across the […]
For Our Professional Advisors – FAQs: A snapshot of clients’ tax-time charitable giving questions
The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax returns and 2024 planning. Now […]
Key Developments Every Financial Advisor Should Watch in 2024
2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why we’re here! Your team at the […]