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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...

hand holding growing money

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.

hand holding growing money

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.

hand holding growing money

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.

hand holding growing money

Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists in the new SECURE 2.0.

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William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power of Attorney affects charitable giving.

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Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next quarter century. For advisors, this transition continues to signal major planning opportunities as more baby boomers turn their attention to retirement and estate planning. But how will this impact us...

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In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from his presentation.

hand holding growing money

Our SRI investment pool seeks to support, promote and advance the values and impact areas embodied in our mission and vision.

hand holding growing money

For tax planning purposes, changes in residency status for snowbirds or those with dual residences can lead to additional scrutiny to determine a taxpayer’s “domicile” (permanent and principal home), but it needn’t mean severing all ties with the place they called home for much of...