QCDs: $105,000, $108,000, and More Things to Smile About
For attorneys, CPAs, and financial advisors, the end of the year often brings a flurry of activity as you finalize clients’ charitable giving plans. In the midst of the hustle,… Read More
Navigating Charitable Strategies for Ultra-High-Net-Worth Families
Charitable giving remains a crucial aspect of financial planning, especially for ultra-high-net-worth families. Many people with substantial wealth are passionate about philanthropy, and charitable contributions not only support causes that… Read More
Three Charitable Insights for Year-End Giving
As the year winds down and your schedule fills up, you may not have much time to dive deeply into every update about charitable giving. However, staying aware of a… Read More
Into the Great Unknown: How Election Outcomes Could Impact Charitable Giving
As humans, we crave certainty, especially when it comes to planning for the future. However, certainty is in short supply right now, especially during election season when tax policies can… Read More
Not Sure Where to Start? How to Begin the Conversation Around Charitable Giving
As attorneys, CPAs, and financial advisors, you’re used to tackling tough subjects. The combination of money, family, and planning for the future can create emotionally charged environments in even the… Read More
Unrestricted Gifts: Helping Donors Break Through the Myths
When it comes to charitable donations, many donors have a preference for directing their funds toward specific programs or projects. While this approach can be rewarding, it often overlooks the… Read More
How Charitable Planning Can Help Ease Client Procrastination
Procrastination is an all-too-common habit that many people struggle with, particularly when it comes to important financial and estate planning decisions. As William James once said, “Nothing is so fatiguing… Read More
Closely-Held Stock & Business Owners: What You Need to Know
For private business owners, giving stock is more than just a financial strategy—it’s an opportunity to align business succession plans, estate planning, and charitable goals. With recent legal updates and… Read More
Endowments Unveiled: Five Quick FAQs
The term “endowment” can often feel intimidating, even to experienced fundraising and planned giving professionals—not to mention donors without the same background. However, understanding endowments is crucial for ensuring an… Read More
Balancing Charitable Giving and Passing Wealth to Children
Discussions about money, especially estate planning, can be emotionally charged for anyone, and they are often made more complicated by the decision of how much wealth to leave children. Striking… Read More
How to Protect Your Clients’ Real Estate Gifts
When it comes to charitable giving, one of the most impactful options that you can offer clients is gifting of real estate. This kind of gift has many tax benefits,… Read More
Maximizing Charitable Giving: The Benefits of Donating Appreciated Stock
Advising may sound like a very rational job, but anyone who has done it knows that it can bring up a whole range of emotions in clients. Confronting… Read More
Estate Tax Sunset 2025: Maximizing Exemptions and Securing Your Legacy
As discussions about the upcoming estate tax exemption sunset intensify, you may have heard from clients that they’re worried or confused about changes to the law that are slated for… Read More
The Benevolent Millionaire: Advising Wealthy Donors
At the end of the first quarter of 2024, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has… Read More
Leveraging Community Foundations for Charitable Giving: A Comprehensive Guide for Business Owners
In today’s business environment, corporate social responsibility isn’t just a buzzword—it’s a crucial component of a successful business strategy. Many companies, from small local enterprises to multinational corporations, are increasingly… Read More
A Gift of Love and Vision: (Estate) Planning Your Legacy
Have you ever considered the power your legacy holds? Imagine a world where your love and vision continue to impact lives long after you’re gone. Estate planning, often shrouded in… Read More
Charitable Contributions Are a Big Part of Tax Season
When tax season rolls around, it doesn’t just mean a time to crunch numbers; it’s also the perfect opportunity to kick off meaningful conversations with your clients about enhancing their… Read More
5 Questions Donors May Be Asking about Qualified Charitable Distributions (QCDs)
Qualified Charitable Distributions (QCDs) are a beneficial tool for financial and charitable planning. Yet, as their popularity grows, so does the confusion surrounding them. To ensure you’re well-equipped to navigate… Read More
Tips for Serving Clients Who Love Local Giving
If you find that your clients are looking for local giving opportunities, our community foundation is ready to collaborate with you and your clients, offering guidance on maximizing… Read More
Unrestricted Giving, the Trust Factor, and Why It Matters to Your Clients: A Guide for Advisors
Every year, Americans contribute generously to charitable causes, supporting over a million organizations dedicated to enhancing the quality of life in our communities. This philanthropic spirit amounts to… Read More