Advisor News
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Professional Advisor Spotlight: Nickole Garrison
Jun 4, 2025
“It’s so rewarding to work with multi-generational families who are engaging in philanthropy together,” said Nickole Garrison, CPA, CFP. Nickole spent many years in auditing and consulting roles at large…
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Weighing the options: Private foundation or donor-advised fund?
May 1, 2025
When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly you are familiar with…
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Trust matters: Your clients’ go-to resource for community impact
Apr 24, 2025
As attorneys, CPAs, and financial advisors, you know that trust is at the heart of your relationships with clients. Your clients are seeking a similar level of trust with the…
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Generational shifts: Fulfilling clients’ charitable wishes
Mar 21, 2025
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to…
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For clients who love local causes, the Community Foundation is the place
Mar 20, 2025
Most of your philanthropic clients likely support a wide variety of nonprofit organizations year after year. The causes they support represent a range of motivations, including personal experience, a role…
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