Your charitable clients may be taking their charitable giving budgets more seriously this year, given the stock market’s challenges, rising interest rates
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Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill and here are 3 provisions affecting philanthropists:
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If you’re struggling to save for retirement because of debt, it’s never too late to start.
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This is the time of year when the days are busy for both advisors and clients. Use this quick checklist to make sure you know these timely suggestions.
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If you’re planning on making end-of-year charitable donations, there are a few questions to ask yourself.
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HCF works with you and other advisors to help charities facilitate gifts of assets.
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Now is the time to discuss charitable giving with those clients who regularly added to their donor-advised funds throughout the market’s long bull run.
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Wealth planning priorities are impacted by interest rates. Charitable components of estate and financial plans are no exception.
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Clients with private foundations may be considering transferring the foundation’s assets to a donor-advised fund at a community foundation to better carry out
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Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Charitable giving patterns are actually an important window into helping a client make planning decisions around their philanthropic intentions. With a fund at
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Do you share with your philanthropic business owners that advantages of a Corporate Donor Advised Fund, or that tax savvy opportunity of a Donor Advised Fund
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