Publications

As clients turn their attention to year-end tax and financial planning, now is an ideal time to revisit charitable giving strategies for 2026. Here’s how bunching contributions, appreciated securities and Qualified Charitable Distributions may help clients meet their charitable and financial goals.

For clients seeking retirement income and charitable impact, split-interest gifts may offer a powerful planning opportunity. Here’s how charitable gift annuities and charitable remainder trusts differ, and when each option may make sense.