Stories: Advisor Stories

If you're not talking about charitable giving with your high-net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them.  Take a few minutes...

Regardless of your business or industry, retaining your clients or customers is a key to success. And as the saying goes, it's easier and less costly to retain or get more work from a current client than it is to find a new client.  As an attorney,...

The rising popularity of the Qualified Charitable Distribution (QCD) appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. As we begin a new year, be sure you're familiar with the various charitable giving...

Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in December! What this means is that there's a pretty good chance your clients are already...

Although a donor-advised fund, which is becoming an increasingly popular charitable planning tool, can be established through a national financial institution, Akron Community Foundation offers its donor-advised fundholders much broader services, more...

Women's spending power has been in the news over the last several weeks as Taylor Swift's and Beyonce's tours continue to break records and the "Barbie" movie still looms large. As you've worked with female clients over the years, you've...

Many advisors will recall that by August 2022, markets were down 12% for the year and inflation was up 8.3% year-over-year. Perhaps consequently, annual charitable giving was on its way to a rare (fourth time in 40 years) year-over year decline of some 4%...

It was a light-bulb moment the first time CBIZ Managing Director Naomi Ganoe learned about the benefits of gifting a life insurance policy to charity. As someone with a longtime passion for giving back to the causes she cares about, Naomi was drawn to the...

August is National Make-A-Will Month. This means your clients may be reading articles and hearing about estate planning more this month than usual, which makes now an especially good time to prompt your clients to review their estate plans – or get their...

Instilling the idea of charitable giving in children and grandchildren may appear to be easy, but where should your clients begin, and how can they make it last? More and more, wealth advisors are being asked by their clients to weigh in on strategies for...