Advisor Stories
The One Big Beautiful Bill Act makes timing everything for charitable planning: 2025 offers a window to bunch gifts and maximize deductions before 2026 limits change the math. Here’s what advisors need to watch—higher standard deductions, a coming non-itemizer write-off, and how the Community Foundation...
Signed July 4, 2025, the One Big Beautiful Bill Act reshapes charitable giving—raising the standard deduction and tightening itemized write-offs for top earners, introducing a permanent post-2025 deduction for non-itemizers, and cementing today’s elevated estate-tax exemption. Here’s what donors, nonprofits, and advisors need to know...
2025 is a rare window to maximize both your charitable impact and your tax savings before new rules reduce the value of deductions. From bunching gifts and donating appreciated assets to savvy IRA strategies and gift annuities, here are 10 smart moves to give more...
William T. Kriesel, CPA/PFS, CFP®, AEP®, Managing Member of Diversified Capital Management and Consultant and Former Member of Bowers CPAs & Advisors, was the 2025 recipient of our Partner in Philanthropy Award.
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...
