Advisor Newsletters

Calling it Splits: Charitable Assets in the Divorce Landscape

Throughout your career, you will likely help dozens of clients navigate the intersection of philanthropy and estate planning. While the focus is often on the creation of donor-advised funds or ...

Technical Update: New Flexibility for Charitable Lead Annuity Trusts

Charitable lead trusts (CLTs) are highly effective tools for specific client situations, particularly when balancing significant charitable intent with tax-efficient wealth transfer. The community ...

Navigating the OBBA: Strategic Charitable Conversations

While the tax law changes under the One Big Beautiful Bill Act are familiar territory for you, the recent tax season has likely brought these shifts to the forefront for many of your clients. While ...

Serving charitable clients: Dual strategies emerge

As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal ...

Donor-Advised Funds: Flexible, Tax-Friendly, and Just the Beginning

As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is no surprise, considering that these popular ...

Keep going: Why Donor-Advised Funds Are Still Essential

The end of 2025 brought a whirlwind of charitable planning activity since many taxpayers wanted to maximize the tax benefits of their charitable donations before the 0.5% “floor” and 35% ...

For your clients who love local causes, GPCF is the place

Your clients probably give to a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board ...

Client Reminders For 2026

When you are meeting with clients, consider sharing this information to build relationships and support our county. 1. Social Security COLA increases Retirees are a unique group when it comes to ...