This month, you may want to ask your clients a question sometimes overlooked in the estate planning process: “Are there charitable causes you would like to include in your estate plan?”  

Many charitably-inclined retirees are still giving from their checking accounts, even though a Qualified Charitable Distribution (QCD) offers a more tax-efficient route for eligible IRA owners.

By integrating charitable planning with your client’s overall financial and estate planning, a Chartered Advisor in Philanthropy (CAP®) can help your client make the most charitable impact. 

As you work with clients who hold stock that’s going public, or if your clients are considering investing in companies involved in IPOs, be sure to look at all angles of the client’s financial and estate plan that may be impacted — including charitable planning. 

“Split-interest gifts” can help clients balance philanthropic goals with income needs. Here are six FAQs to get you started.

For clients who want to enjoy charitable giving during their lifetimes and reduce estate and gift taxes on highly appreciating assets, a charitable lead trust is worth a look. 

While the OBBBA made charitable giving a particularly effective strategy in 2025 for tax and financial purposes, 2026 holds opportunities, as well. 

You probably work with several clients who own a family business. There may be a role for strategic philanthropy in family business succession planning to help clients get ready for an eventual exit.  

Real estate ownership is expected to change hands at a rapid pace in the midst of a major transfer of wealth over the coming years. Here are some points to keep in mind on how real estate can support charitable goals in a tax-efficient way. 

Our philanthropic advisors can help you and your clients identify the best way to deploy their charitable dollars.