Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Charitable Giving
September 17, 2025
The One Big Beautiful Bill Act's Impact on Charitable Planning
Chief Planning Officer Jeffrey Levine cuts through the noise and highlights the provisions most relevant to your work—helping you anticipate how the legislation may shape fundraising conversations and charitable planning in the months and years ahead.
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