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Advisor Resource Center

From industry trends and insights to case studies, articles and more, we have the resources you need to elevate your client's giving strategy. Browse the full library or use the filter to tailor your results.

  1. Tax-smart giving with equity awards

    Audience: Advisor, Client

    Topic: Tax strategies, Non-cash contributions

    Content type: Article

    Read how it works

  2. Alpha through efficient giving

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

    Access the article  Opens in a new window

  3. Conversation tips for Advisors: Planning a business exit

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

    Discuss strategies

  4. Case Study: Net unrealized appreciation strategy

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Case study

    Access the case study  Opens in a new window

  5. Conversation tips for Advisors: Current year planning

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

    Get started

  6. Case Study: Roth conversion with a charitable offset strategy

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Case study

    Access the case study  Opens in a new window

  7. Conversation tips for Advisors: Offseting a high-income year

    Audience: Advisor

    Topic: Tax strategies

    Content type: Article

    Learn more

  8. How potential tax reform in 2022 could affect your charitable giving

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Article

    Read the article

  9. Six Strategies For Tax-Effective Charitable Giving

    Audience: Advisor

    Topic: Tax strategies

    Content type: Webinar replay

    Watch the video

  10. Maximize Tax Savings by "Bunching"

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Video

    Wach the video

  11. Charitable Giving Tax Savings Calculator

    Audience: Advisor, Client

    Topic: Tax strategies

    Content type: Tool

    Utilize the tool

  12. Charitable tax deductions – 7 questions answered

    Audience: Client

    Topic: Tax strategies

    Content type: Article

    Read the article

  13. 9 ways to reduce your taxable income

    Audience: Client

    Topic: Tax strategies

    Content type: Article

    Read the article

  14. Six tax strategies you should know

    Audience: Client

    Topic: Tax strategies

    Content type: Article

    Read the article

  15. 2021 Year-End Charitable Planning Panel

    Audience: Advisor

    Topic: Tax Strategies

    Content type: Webinar replay

    Watch the video

  16. Smarter Asset Selection

    Audience: Advisors, Clients

    Topic: Tax strategies

    Content type: Video

    Watch the video

  17. How Does "Bunching" Work?

    Audience: Advisors, Clients

    Topic: Tax strategies

    Content type: Video

    Watch the video

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