Professional Advisors

Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby

As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even

The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot

Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans

In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, many of your clients are understandably eager to provide assistance

Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including

As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great

Over the years, more than a handful of attorneys, CPAs, and financial advisors have shared with the Aspen Community Foundation team that their happiest clients

Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a

We all know that the new year and a new administration brings lots of potential change. So what is going on that you need to