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Values-Based Estate Planning in a Changing Society

Topic: Values-Based Estate Planning in a Changing Society Description Over the past 10 years, the tax landscape has changed in ways that significantly affect charitable giving.  For many clients, estate taxes are no longer a major reason to include charities in their estate plans.  Therefore, it has become increasingly important for advisors move the conversation…

April 28, 2025 Luncheon

Save the Date! Shifting conversations about death and dying in the world of charitable gift planning True success in gift planning is not about having advanced expertise in complex gift vehicles or tax legislation; rather, it is about knowing how to communicate authentically with donors. Using new research on perspectives on death and dying in relation…