September 4, 2024
Our team keeps a finger on the pulse of current events and legal developments that could impact the way you work with your charitable clients. Below are three notable items that you’ll likely want to keep in mind this fall. Election year implications Naturally, as a financial, legal, or tax advisor, you’re very interested in […]
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September 4, 2024
“Nothing is so fatiguing as the eternal hanging on of an uncompleted task.” –William James Procrastination is a drain in ways that go far deeper than the incomplete task itself. We know this intellectually, but it can be so hard to break the procrastination habit. It seems that the more daunting the task, the harder […]
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July 2, 2024
Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption from $13.61 million per person in 2024 to approximately $7 million in 2026 (this includes adjustments for inflation). This change would affect many high net-worth individuals and families, likely exposing […]
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Your clients who are corporate executives have likely wondered at some point about the benefits of aligning their companies with philanthropy, whether specific causes or particular organizations. In general, a community engagement strategy can be good for business, if well-executed. For example, almost half of consumers view a brand favorably when the brand supports a […]
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You’re well aware that donating highly-appreciated stock to a fund at the Community Foundation offers significant advantages for your clients over making cash gifts. Communicating this benefit, however, can be challenging when clients have emotional attachments to their shares. How can you overcome this hurdle and help optimize your clients’ charitable giving strategies? Start by […]
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June 6, 2024
Welcome to summer! We’ve put together six tips to keep in mind as you plan your charitable giving for the coming months, years, and even decades. As always, the team at the Community Foundation is happy to be a resource! Donate appreciated stock to your fund at the Community Foundation. Yes, yes, we absolutely understand […]
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May 3, 2024
Getting a jump on a future “to do” list is such a good feeling. The team at the Community Foundation can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now. Consider a case where you’re finalizing an estate plan for a client who […]
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May 3, 2024
When your client is getting ready to make a contribution to charity or a fund at the Community Foundation, remind them not to automatically reach for the checkbook! Here are other (and typically more tax-savvy) options to consider. Marketable securities Gifts of appreciated stock is always a tax-savvy ways to give because capital gains tax […]
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March 7, 2024
Your clients certainly have no shortage of options for their philanthropic dollars. Many clients use their donor advised funds at the Community Foundation to support favorite charities across the country, including alma maters, organizations in the communities where they’ve lived in the past or have a second home, or charities in communities where their grown […]
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March 7, 2024
Just as each of your clients has a unique estate plan and financial plan to meet the client’s particular situation and goals, each of your philanthropic clients needs a unique charitable giving plan. For example, for some clients, giving shares of highly-appreciated stock consistently every year to their fund at the Community Foundation makes the […]
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