Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Tap into planned giving to help secure your nonprofit's future
Building a long-term pipeline may deliver the confidence your organization needs.
Business Ownership
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Sharing something of significance
Create a legacy that passes on so much more than money.
Estate & Giving
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Estate planning complexity with the rise of new technologies
The language used in important documents may need to shift to reflect recent innovations and complex family dynamics.
Family & Lifestyle
Turn IRA assets into charitable contributions
New legislation may affect your philanthropic strategy.
Estate & Giving
Maximizing inheritance with a step up
The adjustment in basis is a crucial tax consideration – what can it mean for you?
Estate & Giving
The results are in – families want to give back and give big
Discover key insights about strategic giving, courtesy of Nicole Hisler, director of charitable solutions at Raymond James Trust.
Estate & Giving
Giving is a family affair
How to inspire charitable values for generations to come.
Estate & Giving
Our life is frittered away by detail ... simplify, simplify.
Henry David Thoreau