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A simple approach to helping clients maximize charitable impact and reduce taxable income.

This booklet is a conversation about charitable giving. We believe people should give to causes important to them, not what is important to others.

“The Secrets Your Advisors Rarely Tell You” Presentation by David Moore for the Spring 2023 workshop series

Often, people think that if you set up a Charitable Remainder Trust (CRT), your heirs will resent you for what they may have perceived as their money. Not necessarily true.

The U.S. Trust Study of the Philanthropic Conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.

At Vanguard Charitable, donors granted more than $1.87 billion, marking its sixth straight year of record giving.

Selfishness gets a bad rap — which, for the most part, is richly deserved.

Cash donations represented 40% of allocations to donor-advised funds at Vanguard Charitable in the seven months ended in January, up from 29% in the same period a year earlier.

How to help your clients invest their philanthropic dollars in a charity that will last.

Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing