We provide advisors with clear, client-ready educational guides that explain charitable giving strategies in practical terms. These include detailed breakdowns of bequests, donor-advised funds, life-income gifts, non-cash asset giving, and tax-efficient giving methods. Each resource is designed to help you communicate options confidently and equip your clients to make informed, values-aligned decisions.

Our digital tools—such as deduction estimators and life-income gift projections—allow you to illustrate charitable strategies during client meetings with accuracy and ease. While not a substitute for legal or tax advice, these tools help clients visualize potential benefits, compare gift structures, and understand how charitable planning integrates with their overall estate and financial goals.

Stay informed with curated updates that matter to your practice: summaries of relevant tax law developments, Private Letter Rulings, case studies, trend analysis, and articles highlighting best practices in charitable and legacy planning. We distill complex information into actionable insights so you can confidently guide clients through both routine and complex generosity-driven decisions.