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Jan 4
4 min

How NFTs are connecting makers, investors and donors with causes they love

As if advisors didn’t have enough financial acronyms to explain to their clients—DAF, RMD, IPO and ETF come to mind—along comes NFT to...

Dec 31, 2022
3 min

5 Most-Asked Questions About Qualified Charitable Distributions

Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs...

Oct 16, 2022
3 min

Hanging in there: charitable giving in a challenging economy

Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people...

Oct 15, 2022
2 min

Farms, tax planning, and funding a family legacy

Given that there are more than 2 million farms in the United States, most advisors have at least one client who owns farm property....

Aug 20, 2022
2 min

Doing good, feeling better & making a difference

At first glance, philanthropy and positive psychology appear to have very little in common. Philanthropy is a term generally associated...

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