For Professional Advisors
Giving Intelligence
Giving Intelligence is a quarterly e-newsletter offering advice, trends, and news on charitable giving for professional advisors and their clients. Below are selected articles from previous editions. (Viewing the articles requires Adobe® Reader®.)
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- Legacy Lessons with Charles W. Collier | Identifying Giving Profiles
- Hidden Philanthropic Capital | Talking Giving With Clients
- The Power of Complex Gifts | Life-Changing Events
- Terminating a Private Foundation
- Uncovering Hidden Assets | Tangible Asset Donation Restrictions
- Women and Philanthropy: Your Female Clients | Local Connections to Rebuild a Community
- Giving and Taxes | Charitable Gift Annuities
- Balancing Children and Charity in Estate Planning | Making Family Meetings Work
- Working with Families: Children and Giving | Anonymous Giving
