Which Assets Work Best for Charitable Gifts?

Which Assets Work Best for Charitable Gifts?

Appreciated securities, non-cash assets, and retirement funds are often more tax-efficient for charitable gifts than writing a check – and a Donor-Advised Fund is the structure that makes most of them work cleanly. Financial advisors who understand this...
When Should Advisors Review Client Giving Plans?

When Should Advisors Review Client Giving Plans?

Financial advisors should review client charitable giving plans at least once a year, and more often when a significant life event or tax circumstance changes the picture. A giving strategy that made sense three years ago may no longer reflect a client's financial...
Which Humanitarian Crisis Is Most Underfunded?

Which Humanitarian Crisis Is Most Underfunded?

Some of the world's most urgent humanitarian needs receive a fraction of the funding that high-profile crises attract. The most underfunded crises right now are not necessarily the least severe – they are the ones with the least visibility, the weakest donor...
Should I Donate Locally or Internationally?

Should I Donate Locally or Internationally?

Both local and international giving can create genuine, lasting impact – the right choice depends on your values, the causes that move you, and how you want to stay connected to the work your generosity funds. Neither is inherently better. What matters is...