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Wise giving: Advising clients on supporting disaster relief efforts
In the wake of the devastating California wildfires that ravaged communities around Los Angeles at the beginning of 2025, many of your clients have been understandably eager to provide assistance to those affected.
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QCDs: $105,000, $108,000, and more things to smile about
As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait, how exactly does a Qualified Charitable Distribution work?”
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Navigating Charitable Giving: Guiding Your Clients Through the Process
Many people focus on charitable giving in the fall, as they’re eager to make an impact while benefiting from potential tax advantages.
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Tampa couple’s personal approach to philanthropy maximizes impact
Carl and Dr. Lyda Lindell have long been known as philanthropists. They’ve supported numerous nonprofits, initiatives, and causes locally and across the globe throughout their careers in Tampa Bay.
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Cryptocurrency Donations: Embracing the Future of Philanthropy
Cryptocurrency has seen a resurgence in popularity, as spotlighted in a recent podcast episode from The New York Times’ “The Daily.”
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Keep your eye on clients’ appreciated stock–always
By August 2022, markets were down for the year and inflation was up year-over-year.
Read MoreFor clients who may sell a business, the time to think charitably is right now
Business owners who’ve enjoyed summertime’s more relaxed energy can deservedly daydream about the “extended vacation” that comes with selling the business!
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Legacy giving: A conversation that’s full of opportunity
August is National Make-A-Will Month. This means your clients may be reading articles and hearing about estate planning more this month than usual, which makes the next few weeks an especially good time to prompt your clients to review their estate plans–or get their wills and trusts in order if they haven’t done so yet.
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Helping your clients get organized: Structure is a critical step in multi-generational philanthropy
Instilling the idea of charitable giving in children and grandchildren at first blush may appear to be easy, but where to begin, and how to make it ongoing?
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Three suggestions for client conversations about AI and charitable giving
News about the capabilities of artificial intelligence has skyrocketed over the last few months. As attorneys, accountants, and financial advisors, no doubt you are watching these developments closely, both because of the potential legal issues involved and also because of the ways AI can enhance your work.
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Gifts of cash or stock: Is it a toss up?
As your philanthropic clients can likely attest, the going has been rough for many of the nonprofit organizations they support.
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Charitable giving topics worth watching this summer
Please contact a member of our philanthropy team to discuss these summer topics to watch.
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Retirement plans to charity: Understanding the “trifecta” of tax benefits
Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity at death.
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Food for Thought: Tax-Related and Planning Ideas for Your Charitably Inclined Clients
A major portion of the $80 billion scheduled to be invested in Internal Revenue Service upgrades is earmarked to “increase tax compliance among wealthy taxpayers and businesses,” according to the IRS’s plan.
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Proposed legislation: Is better deductibility back on the table?
Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in the occasional change to the provisions of the Internal Revenue Code governing charitable giving.
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Valuable conversations: Why it’s smart to talk with your clients about charitable giving
January is a good time to start helping your clients plan for their annual giving.
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It just keeps getting better: Why charitable gift annuities are having a moment
Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for your clients who like the idea of an up-front tax deduction, a steady lifetime income stream, and a remainder gift to charity.
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Celebrating the new Legacy IRA and a boost for QCDs
Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”)
Read MoreFive of 2022’s most-asked questions about Qualified Charitable Distributions
Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool.
Read MoreStrong year-end giving in a bear market: Donor-advised funds come in handy
Giving appreciated stock to charitable organizations is certainly a highly-effective tax strategy.
Read MoreAdopt a “donor beware” attitude when making some charitable gifts
Market declines and inflation have made 2022 a more challenging year for some clients to fulfill their traditional giving objectives or early-year gifting intentions.
Read MoreHanging in there: Charitable giving in a challenging economy
Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health.
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Counseling your clients about nonprofits: The good, the bad, and the big leaps
The nonprofit sector accounts for more than 12 million jobs in the United States, and job growth in the nonprofit sector in recent years has outpaced job growth in the private sector.
Read MoreDisaster philanthropy: Your clients and the important role of individual philanthropy
If you or your clients would like to know more ways to help those impacted by Hurricane Ian, please contact either Sheila Kinman, CAP® or Denyve Boyle, CFRE.
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The “i’s” have it: Two key topics for client meetings
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving.
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Inherited IRAs: Big headache, or big opportunity?
Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs.
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