May 21, 2026
Study Shows Little Increase in Philanthropic Discussions
Advisors recognize it’s important, but don’t follow through. Regular readers of this column know I…
April 29, 2026
Charitable Giving Strategies for Newly Wealthy Clients
Young IPO stakeholders and retiring business owners need to be ready for the tidal wave of…
March 21, 2026
Charitable Giving Guidance Beyond Donor-Advised Funds
Beyond the Donor-Advised Fund DAFs aren’t the only way for clients to give. A new Fidelity white…
February 13, 2026
Incorporate Charitable Giving in Succession Planning
Create a framework for discussing money and philanthropy. Numerous studies and news reports show…
January 15, 2026
Expanding Services to Family Office Clients
How can advisors differentiate themselves? The number of ultra-high-net-worth (UHNW) individuals,…
November 25, 2025
Don’t Rush Your Client’s Year-End Charitable Planning
Otherwise, you may end up using questionable giving vehicles. The great thing about Americans is…
October 16, 2025
Are Clients Getting Stingier as They Get Wealthier?
The number of affluent Americans giving to charity keeps falling. While the stock market and real…
September 19, 2025
Don’t Forget to Ask Clients About Their Collectibles
Even if you don’t know a Van Gogh from a Van Winkle, you’ll want to get up to speed on valuing,…