Philanthropic Insights

A major transfer of wealth, often referred to as the “Silver Tsunami,” is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children. The dollars involved are eye-popping. The 2024 Cerulli Associates study estimates that $124 trillion in…

Most of your philanthropic clients likely support a wide variety of charities year after year, and represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values and community priorities. Especially when the organizations your clients support are local,…

Tax season is a great time to cover tax planning strategies for the current year and beyond, and there are a few specific reasons why your clients may benefit from a conversation earlier in the calendar year. Evaluate QCDs sooner rather than later. If: Your client missed the 2024 deadline…

Whether your client is tax planning, updating wills and trusts or structuring retirement portfolios, the mix of money, family and mortality is a potent combination that almost always creates an emotionally charged planning environment. A strong grasp of the client’s big picture allows you to truly recognize opportunities for charitable…