Smart Money
In anticipation of Susan’s upcoming appearance in October, we’re sharing some of her insights and lessons learned from helping a high net worth family build a lasting philanthropic legacy.
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025. As compelling as year-end giving may be, perhaps even more compelling are the...
Here’s a roundup of events and activities that we’ve led over the past year to deepen our engagement and collaboration with local advisors.
With so many of your charitably-inclined clients holding large sums of money in 401(k)s and IRAs, now is an important time for a brief refresher course on the benefits of deploying these accounts toward achieving clients’ philanthropic goals. Learn how you can help your clients...
Hear from Justin Miller, National Director of Wealth Planning at Evercore Wealth Management, on the importance of family philanthropy, and preparing future generations for success.
With the year is in full swing, now is a good time for advisors to review a few basic tax principles related to charitable giving. Here are three questions that are top of mind for many advisors, along with answers that can help you serve...
Hear from Julia Trivisonno, a Senior Vice President and Key Private Bank Market Leader, on how applying financial psychology is critical to a person’s money mindset and the behaviors that follow, especially with charitable giving considerations.
Learn how Jeff Knauss and his wife use their donor-advised to engage their children in their philanthropy by participating in the decision-making process around where they direct support and where they volunteer their time.
Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients leverage potential future liquidity events to support the community causes they care most about.
Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists in the new SECURE 2.0.