Resources
TAX GUIDE AND REFERENCE TOOL
Quick View Tax Guide: A compilation of two years' worth of numbers that impact taxes and giving. (Now updated to reflect legislative changes found in the One Big Beautiful Bill Act).
Advisor Reference Tool: A comprehensive knowledge base of planned giving information.
WILL & ESTATE PLANNING GUIDE
Will & Estate Planning Guide: Help donors make a daunting task easier. This PDF with fillable fields highlights the inherent opportunity for charitable giving.
TECHNIQUES ADVISOR NEWSLETTER
Browse past editions of TECHNIQUES, our quarterly newsletter for advisors and allied professionals, below. Interested in the latest? Join our mailing list.
CONVERSATION STARTERS
This set of 30 digital one-pagers provides an easy way to start a productive conversation about gift options, from the simple to the complex. Each piece defines the gift, highlights the benefits, illustrates the concept with a mini case study, and supplements the text with an informative graphic.