If you want to live a more altruistic lifestyle, help give back in the upcoming season by checking out these volunteering ideas for cold weather months.

At the community foundation, we’ve recently been asked by attorneys, CPAs, and financial advisors for “cheat sheet” resources to make it easy to determine which type of charitable planning tool is best for a particular client. We love that idea! We’re always happy to be a sounding board for any client situation where charitable giving is an option. Please reach out anytime you and a client are discussing philanthropy. To get your wheels turning, here are three scenarios that have popped up frequently over the last few weeks.

As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait, how exactly does a Qualified Charitable Distribution work?”

As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a post-election Congress takes action to prevent the estate tax exemption sunset at the end of 2025 will potentially affect the way you design your clients’ wealth transfer strategies.

A mentorship program has more in store than just for the mentee. If you’re not sure whether mentoring is right for you, take a look at these eight ways becoming a mentor can benefit you.

What’s the best way to show thankfulness? By giving back to others. This Thanksgiving, remember the reason for the season by showing thanks through giving.

Books are a valuable source of information, creativity and empathy. If you’re not a book lover now, you will be soon. Here’s how reading makes you a better person.

This holiday season, try incorporating some of these healthy treats into your life to balance out the rich holiday feasts. Check out these top eight power foods you need to take advantage of.

Gratefulness is not something which comes naturally; it needs practice. If you want to live an altruistic life and practice thankfulness this month, check out these easy steps you can take.

Charitable giving is always an important strategy to discuss with your clients. Many high net worth individuals are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes. Charitable giving strategies are particularly relevant as you and your clients address the possibility of increases in income and capital gains taxes for high earners as well as increased estate taxes due to the looming exemption sunset.