Advisor Stories
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...
Caragh D. Fahy, CFP®, owner and president of MadisonFinancial Planning Group was the 2024 and first recipient of our Partner in Philanthropy Award
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.
Giving has always been intrinsic to Leyla Morgillo's being whether it be through her time or treasure. Now she helps her clients do the same—making impactful change in Central New York and beyond.
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.
