News
Professional Advisors
Categories
For 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!
Read More
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.
Read More
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?
Read More
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.
Read More
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.
Read More
Charitable giving topics worth watching this summer
Please contact a member of our philanthropy team to discuss these summer topics to watch.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired.
Read More
Cryptocurrency: What if your clients own it and you don’t think they should?
Most advisors exercise extra caution when advising clients about cryptocurrency.
Read More
Extending Our Fundholder Match in this Time of Need
The Nonprofit Needs List continues to grow and evolve.
Read MoreNew Lower Fees = Maximum Charitable Impact
Our significant growth in assets this past year has enabled our Board of Trustees to lower our annual fees for donor advised funds and family or business foundations.
Read MoreSummer legislative updates–and looking ahead to sunsets
On August 16, 2022, President Biden signed into law the Inflation Reduction Act.
Read MoreBack to basics: Reminding clients about wills, trusts, and charitable bequests
August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order.
Read More
.webp)
%20(1).webp)