Greetings from CFWG! Every day, our team appreciates the opportunity to work with attorneys, accountants, financial advisors, and other...

Hello from CFWG! Tax time is just around the corner, which means your clients may be taking a closer look at charitable giving options as...

FAQs: A snapshot of clients’ tax-time charitable giving questions The year is in full swing. Attorneys, accountants, and financial...

Big gifts, bullish portfolios, and kids who move away If you’re not talking about charitable giving with your high net-worth clients,...