تدرك مؤسسة المجتمع الدور الرئيسي الذي تلعبه أنت، بصفتك مستشار عملائك ومستشارهم في وضع خطة لتلبية احتياجات ورغبات العملاء ذوي الاهتمامات الخيرية. نحن نعمل بجد لجعل عملية العطاء الخيري سهلة ومجزية لجميع المعنيين. ولتحقيق ذلك، فقد كرسنا أنفسنا لتلبية احتياجاتك، وضمان حصولك على المعلومات والأدوات ذات الصلة في متناول يدك لمساعدة عملائك على تحقيق أهدافهم الخيرية.

أخبار وقصص المستشارين

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المنشورات September 9, 2025

Timing Is Everything: Mapping Out Clients’ 2025 Charitable Giving Plans

The One Big Beautiful Bill Act makes timing everything for charitable planning: 2025 offers a ...

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المواضيع September 9, 2025

3 Main Charitable Giving Changes

Signed July 4, 2025, the One Big Beautiful Bill Act reshapes charitable giving—raising the standard ...

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المواضيع September 9, 2025

Top 10 Ways to Give Smarter with the 2025 Tax Law

2025 is a rare window to maximize both your charitable impact and your tax savings ...

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المنشورات June 25, 2025

Spotlight On: Susan R Schoenfeld, JD, LL.M. (TAXATION), CPA, MBA

In anticipation of Susan’s upcoming appearance in October, we’re sharing some of her insights and ...

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قصص May 1, 2025

2025 Partner in Philanthropy Award Recipient

William T. Kriesel, CPA/PFS, CFP®, AEP®, Managing Member of Diversified Capital Management and Consultant and ...

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المنشورات February 26, 2025

Playing The Long Game: Encouraging Your Clients To Plan Ahead In 2025

Your clients (and you!) may still be recovering from a hectic end to 2024, but ...

hand holding growing money
المنشورات December 11, 2024

Professional Advisor 365: A Year-In-Review Summary of Collaborative Planning

Here’s a roundup of events and activities that we’ve led over the past year to ...

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المنشورات September 16, 2024

Advising The Charitable Millionaire Next Door

With so many of your charitably-inclined clients holding large sums of money in 401(k)s and ...

2024 Partner in Philanthropy Award Recipient

Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and ...

hand holding growing money
المنشورات September 9, 2025

Timing Is Everything: Mapping Out Clients’ 2025 Charitable Giving Plans

The One Big Beautiful Bill Act makes timing everything for charitable planning: 2025 offers a ...

Cartoon of man looking through telescope
المواضيع September 9, 2025

3 Main Charitable Giving Changes

Signed July 4, 2025, the One Big Beautiful Bill Act reshapes charitable giving—raising the standard ...

someone typing on a calculator
المواضيع September 9, 2025

Top 10 Ways to Give Smarter with the 2025 Tax Law

2025 is a rare window to maximize both your charitable impact and your tax savings ...

hand holding growing money
المنشورات June 25, 2025

Spotlight On: Susan R Schoenfeld, JD, LL.M. (TAXATION), CPA, MBA

In anticipation of Susan’s upcoming appearance in October, we’re sharing some of her insights and ...

Partner in philanthropy Kriesel
قصص May 1, 2025

2025 Partner in Philanthropy Award Recipient

William T. Kriesel, CPA/PFS, CFP®, AEP®, Managing Member of Diversified Capital Management and Consultant and ...

hand holding growing money
المنشورات February 26, 2025

Playing The Long Game: Encouraging Your Clients To Plan Ahead In 2025

Your clients (and you!) may still be recovering from a hectic end to 2024, but ...

hand holding growing money
المنشورات December 11, 2024

Professional Advisor 365: A Year-In-Review Summary of Collaborative Planning

Here’s a roundup of events and activities that we’ve led over the past year to ...

hand holding growing money
المنشورات September 16, 2024

Advising The Charitable Millionaire Next Door

With so many of your charitably-inclined clients holding large sums of money in 401(k)s and ...

2024 Partner in Philanthropy Award Recipient

Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and ...

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