Charity Hope Hegel: Professional Advisor Spotlight
With a lifelong inclination to give back, financial advisor Charity Hegel weaves her passion for community into her career each day.
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Economic Opportunity
QCDs: More Important Than Ever
Learn why the One Big Beautiful Bill Act makes QCDs more relevant than ever for your clients.
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Bunching: Bigger Benefits Under the One Big Beautiful Bill Act
Discover how charitable bunching can be an especially valuable technique to help clients maximize tax benefits and community impact under the One Big Beautiful Bill Act.
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One Big Beautiful Bill Act: Three Insights for Philanthropy
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Learn about its impacts on philanthropy.
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When Cash Is Not King: A Checklist for Charitable Gifts
Writing checks to favorite charities and giving online with a credit card are very common ways your clients no doubt support the causes they care about. Remember, though, that although convenient, cash may not be the best way to give.
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STCU Here for Good Foundation
The common driver behind each of these opportunities is the generosity of the STCU Here for Good Foundation. Since its establishment at Innovia in 2023, the Foundation has awarded over $850,000 supporting education, economic development, and arts and culture.
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Three common client scenarios and charitable planning solutions
We’re here to support you in any client situation involving charitable giving.
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Giving in a Down Market: A Silver Lining?
Learn how you can guide your clients through effective giving strategies in volatile economic conditions.
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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.Â
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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.
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