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 »
Professional Advisor
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.Â
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.
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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.
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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 »
Professional Advisor Spotlight: Robyn McGinnity
Josh McKarcher is a hometown hero in Clarkston, WA. His journey from local roots to national aspirations, and back again, is marked by a deep commitment to philanthropy and service. Born and raised in Clarkston, Josh’s passion for his community began early.
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Talking To Your Clients About Philanthropy
Financial planning conversations may involve retirement, a dream lake cabin or those long-awaited home remodels. However, a critical and often overlooked aspect of planning is the topic of legacy. Â
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Professional Advisor Spotlight: Jeff and Angie Feuerstein
Since their college days at Washington State University, Jeff and Angie Feuerstein have spread their love for community throughout Pullman. As a financial advisor, Jeff helps his clients donate creative assets—distributions from retirement accounts, charitable trusts and life insurance—to achieve their charitable goals with meaningful tax deductions.
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