Initiatives

A profile of women in wealth management
Impact Strategies | March 7, 2022

A profile of women in wealth management

Caroline Dobuzinskis
Sr. Manager, Digital Marketing Content
Why you should chat charity with clients
Impact Strategies | August 27, 2021

Why you should chat charity with clients

Robert Bancroft
Director, Charitable Investment Programs
Provide tax-effective solutions for your clients
Impact Strategies | September 21, 2018

Provide tax-effective solutions for your clients

Mike Todd
Director, Charitable Investment Programs
Strategic giving plans: Defining your values
Impact Strategies | September 19, 2018

Strategic giving plans: Defining your values

Katie McCourt
Digital Content Specialist
Charitable Allowance: Empowering students to change the world
Charity Allowance | September 12, 2018

Charitable Allowance: Empowering students to change the world

Katie McCourt
Digital Content Specialist
Give joyfully and say no peacefully: Your charitable giving strategy
Impact Strategies | July 11, 2018

Give joyfully and say no peacefully: Your charitable giving strategy

Charitable Impact
Staff Editor
Reducing taxes with a donor-advised fund
Impact Strategies | March 1, 2018

Reducing taxes with a donor-advised fund

Mike Todd
Director, Charitable Investment Programs
Why should financial advisors care about philanthropy?
Impact Strategies | March 1, 2018

Why should financial advisors care about philanthropy?

Mike Todd
Director, Charitable Investment Programs
How to have the philanthropic conversation
Impact Strategies | March 1, 2018

How to have the philanthropic conversation

Mike Todd
Director, Charitable Investment Programs

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