Giving Insights

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

March 7, 2024

Tax time has its silver linings! Going over a tax return with a client helps start a productive conversation about ways to plan gifts to charity more effectively. As you scan 2023’s charitable contributions, talk with the client about whether those charitable gifts were made with cash or with other assets and then steer the […]

The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–that’s a little more than the home health care services sector! And, trust is growing as a must-have prerequisite before your clients […]

If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them.  Take a few minutes this month to scan your client list for three common scenarios and […]

January 3, 2024

2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why we’re here! Our team at Arkansas Community Foundation is committed to keeping you up-to-date on what you need to know. Here’s a recap of five key developments last year that are […]