Philanthropic Planning | Insights
Is It Better to Give to One Charity or Many?
You have $100 to give to charity.
December 01, 2020
December 01, 2020
Philanthropic Planning | On-Demand Webcasts
Exploring Donor-Advised Funds as a Charitable Giving Vehicle
March 03, 2025
Philanthropic Planning | On-Demand Webcasts
The Kevin O' Connor Philanthropic Innovation Case Study
April 21, 2021
Philanthropic Planning | Insights
How CAP® Study Groups Are Fueling Philanthropic Communities
November 25, 2024
Philanthropic Planning | Insights
The Advisor's Role in Helping Clients with Meaningful Life Transitions
August 12, 2021
Philanthropic Planning | Insights
How You Can Create a Philanthropic Legacy Without Being Ultra-Rich
December 01, 2020
Philanthropic Planning | On-Demand Webcasts
Crisis in Ukraine–How Advisors Can Lead the Conversation
March 31, 2022
Philanthropic Planning | On-Demand Webcasts
The Heart of What We Do: Settlement of Proceeds
August 17, 2020
Philanthropic Planning | Insights
The Unexpected Adventures of a Philanthropy Book Club's Founder
July 26, 2021
Philanthropic Planning | Insights
5 Ways Financial Advisors Help Charitable Giving
December 01, 2020
Philanthropic Planning | On-Demand Webcasts
Impactful Philanthropy Via Recoverable Grants
March 07, 2022
Philanthropic Planning | Podcasts
Protecting Family Futures with Financial Planning
February 10, 2022