Social consciousness: Today’s expectations of advisors
Especially over the last few years as
QCDs: Good news and important reminders
Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of
Cash crunch: Gifting non-income producing assets
For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable giving. Still, for clients who own property, stocks, and other assets that tend to go up in value in an inflationary environment, now may be […]