It’s October, which means year-end planning is already underway. From QCDs and bunching to appreciated assets, a new deduction for non-itemizers, and long-term charitable plans, here are five charitable giving reminders worth repeating with clients before December 31.

IRAs can play two very different roles in a client’s charitable plan: giving during life and giving as part of a legacy. Make sure your clients understand both opportunities—and why conversations about retirement assets and charitable giving should not be one-and-done.

An appraisal? Check. A deed? Check. Form 8283? Check. A recent Tax Court case involving a multimillion-dollar charitable deduction is a striking reminder that one seemingly small omission in a charitable acknowledgment can have very expensive consequences.

October happens to be Adopt a Shelter Dog Month. So, how can you celebrate this month and support another incredible cause? We have some cool canine concepts.

When it comes to volunteering, there are all sorts of ways to get going. One area in particular is working with senior citizens. Volunteering with elderly neighbors is an excellent way to get involved. Check out these five benefits of volunteering with senior citizens.

The usual “Thank you,” is a wonderful way to show how much you appreciate others, but sometimes it can be fun to be a little more imaginative. Get some ideas by checking out these creative ways to say thank you.

There are lots of worthy nonprofits out there who need financial support, so how can you pick just one? Today, we're here to help you learn how to choose the right charity for donating.

What does Labor Day mean and how can you use an altruistic lifestyle to get involved? Today, let's talk about the history of Labor Day and some ideas for you to join in.

Tech millionaires, donor-advised funds, billionaires, business exits, complex assets, QCDs—and even chickens and pigs! We’ve rounded up nine recent articles that caught our attention and offer useful insights into where charitable planning is showing up in the financial and estate planning conversations happening right now.

Not all government securities are created equal when it comes to charitable giving. Learn why marketable Treasury securities and savings bonds can present very different charitable and tax planning considerations—and why identifying exactly what your client owns is an important first step before taking action.