The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Learn about its impacts on philanthropy.
One Big Beautiful Bill Act: Three Insights for Philanthropy Read More »
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.
When Cash Is Not King: A Checklist for Charitable Gifts Read More »
We’re here to support you in any client situation involving charitable giving.
Three common client scenarios and charitable planning solutions Read More »
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 »
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 »
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 »
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.
The Rise of 401(k)s: Three Must-Know Tips for Charitable Giving Read More »
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, 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 »
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.
Professional Advisor Spotlight: Robyn McGinnity Read More »
