Three common client scenarios and charitable planning solutions
We’re here to support you in any client situation involving charitable giving.
Three common client scenarios and charitable planning solutions Read More »
Stories
Giving in a Down Market: A Silver Lining?
Learn how you can guide your clients through effective giving strategies in volatile economic conditions.
Giving in a Down Market: A Silver Lining? Read More »
Innovia has tools for your charitable clients at all levels of giving
Whether your client has established a multi-million-dollar field-of-interest fund or a small donor-advised fund to make annual charitable gifts, your client gains full access to Innovia’s charitable giving expertise and deep knowledge of the needs in our region.
Innovia has tools for your charitable clients at all levels of giving Read More »
Tax Reform on the Horizon: Speed Reading for Charitable Planning
Stay informed on upcoming tax reforms and their impact on charitable giving, including key policy trends, legislative updates, and strategies to help your clients maximize their philanthropic goals.
Tax Reform on the Horizon: Speed Reading for Charitable Planning Read More »
The Rise of 401(k)s: Three Must-Know Tips for Charitable Giving
Discover how the rise of 401(k) and IRA rollovers presents new opportunities for tax-efficient charitable giving, including Qualified Charitable Distributions and strategic estate planning to maximize your clients’ philanthropic impact.
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A Variety of Funds Can Help your Clients Support Local Needs
Help your charitably-minded clients make a lasting impact in their community with strategic local giving through donor-advised funds, field-of-interest funds, and unrestricted gifts.
A Variety of Funds Can Help your Clients Support Local Needs Read More »
Aaron Roepke: Professional Advisor Spotlight
Aaron Roepke, an attorney in Moscow, Idaho, has always valued community, and he encourages his clients to give back creatively.
Aaron Roepke: Professional Advisor Spotlight Read More »
Canopy Village
Canopy Village, formerly Children’s Village, offers an array of services to assist struggling families across the Coeur d’Alene region.
Elk Soup
A Native-led nonprofit organization, Elk Soup empowers Native families and communities in the Spokane region, proactively improving wellbeing and quality of life for members of all tribes.
A Conversation with Hartman Warrick, LaunchNW Promise Scholar
Hartman Warrick, a Rogers High School graduate with a dream of becoming a teacher, is a recipient of the LaunchNW Promise Scholarship.
A Conversation with Hartman Warrick, LaunchNW Promise Scholar Read More »