Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

Gift-Giving from Your Portfolio: Tax-Smart Charitable Strategies for the Holiday Season

The holiday season always brings a mix of generosity and reflection — it’s the time of year when gratitude turns into action. But in 2025, ...

Gift-Giving from Your Portfolio: Tax-Smart Charitable Strategies for the Holiday Season

The holiday season always brings a mix of generosity and reflection — it’s the time of year when gratitude turns into action. But in 2025, ...

Donor Advised Funds: A Flexible Tool for a New Generation of Giving

Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible way that can allow a ...

Donor Advised Funds: A Flexible Tool for a New Generation of Giving

Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible way that can allow a ...

Charitable Remainder Trusts: Planning for Now and Leaving a Legacy

No question – planning for a time when you’re no longer around is hard. If you’re like most people, the most important thing is being ...

Charitable Remainder Trusts: Planning for Now and Leaving a Legacy

No question – planning for a time when you’re no longer around is hard. If you’re like most people, the most important thing is being ...

A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions

If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts ...

A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions

If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts ...

Donor-Advised Funds: Tax Benefits, Growth and Control

Donor-advised funds have been around for decades, but they’ve only become popular vehicles for charitable giving over the last several years. They offer immediate tax ...

Donor-Advised Funds: Tax Benefits, Growth and Control

Donor-advised funds have been around for decades, but they’ve only become popular vehicles for charitable giving over the last several years. They offer immediate tax ...