Advisor Toolkit
We’ve created a toolkit for quick access to resources that you may find helpful. Contact us anytime.
Additional Advisor Resources
GiftLaw
Our Giftlaw website features the latest news relevant to charitable planning as well as the GiftLaw Deduction Calculators. To sign up for our monthly GiftLaw e-newsletter, reach out to our staff (below).
Techniques Newsletter
Techniques is emailed to our professional advisor colleagues on a quarterly basis, providing information about charitable giving and related tax law. To sign up, reach out to our staff (below).
Read the latest issue below:
- Opportunities and pitfalls of charitable giving (November 2023)
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