By the time fall rolls around, the weeks leading up to year-end often pass way too quickly, which means now is the perfect time to talk with clients about “bunching” charitable gifts into a donor-advised fund. Learn why early planning with the community foundation can help clients maximize tax benefits through bunching and other strategies, while providing consistent support to the charities they care about.

Today's clients increasingly expect charitable planning to be woven into broader conversations about wealth, family, and legacy. We've gathered several recent articles that reinforce why advisors who lead with purpose—not just tax savings—can build stronger, more enduring client relationships.

Congress continues to consider bipartisan proposals that would expand Qualified Charitable Distributions to employer-sponsored retirement plans and, potentially, donor-advised funds. Although these bills have not yet become law, we'll keep you updated on developments that could create new charitable planning opportunities for your clients.

Many clients know that appreciated stock is one of the most tax-efficient assets to give to charity, but fewer understand how the IRS actually values those gifts. It’s useful to review the "high-low average" rule and offer practical reminders you can share before clients transfer securities to their donor-advised or other type of fund at the community foundation.

If you’re not quite sure what you have to be happy about, don’t worry. Today we’ve compiled a list of 31 awesome ideas you can take advantage of each day this month to boost your happiness. So take a gander, and go ahead, admit it… you’re happy.

No matter what your job is, it’s an chance to connect and come together. If you want to use your work for others, check out five ways you can give back at work.

When it comes to supporting local business, there’s more to it than helping the community; it supports you too. Check out these reasons why going local helps you out in the long run.

Before you dismiss donor-advised funds as tools used only by major donors, discover how they can simplify and strengthen your charitable giving.

Mindfulness involves focusing our attention on being fully present, being aware of who we are and what we’re doing and accepting our surroundings without judgment. If you want to practice mindfulness, check out these easy steps.

Our words are powerful, and should be treated with respect. So how do our words impact others, and how can we choose them wisely? Today, we’re going to find out.