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
Big Gifts, Bullish Portfolios, and Kids Who Move Away: A Guide for Professional Advisors
As a professional advisor, we know you’re constantly seeking ways to enhance your services and provide valuable insights to your high net-worth clients. In 2024, one topic that… Read More
Planned Giving: It’s Never Too Early to Plant the Seeds
In today’s philanthropic landscape, it’s not just retirees and older generations who are thinking about the future. Surprisingly, Millennials and Generation Z are already setting their sights on becoming millionaires… Read More
Unlocking the Power of Legacy Giving in Philanthropy
Legacy giving is an indispensable facet of estate planning and philanthropy, offering a unique opportunity to leave a lasting impact on cherished charitable causes. While it often garners attention from… Read More