by Laura giammattei | Apr 3, 2024 | Professional Advisors
As you read up on techniques to structure philanthropy plans for your high-net-worth clients, we recommend reviewing the potential impact of the estate tax exemption sunset, as well as making sure you’re one of just half of advisors (!) who are truly helping their...
by Laura giammattei | Apr 3, 2024 | Professional Advisors
Getting a jump on a future “to-do” list is always such a good feeling. The team at the Community Foundation of Dunn County can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now....
by Laura giammattei | Apr 3, 2024 | Professional Advisors
No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still give cash! As an attorney, accountant, or financial advisor, you are well aware that giving long-term appreciated...
by admin | Mar 4, 2024 | Professional Advisors
On an ongoing basis, the team at the Community Foundation tracks legislation, legal developments, trends, news, and innovative strategies for all types of charitable giving so that we can keep fund holders and their advisors up to date! Recently, donor-advised funds...
by admin | Mar 4, 2024 | Professional Advisors
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...
by admin | Mar 4, 2024 | Professional Advisors
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 your client about whether those charitable gifts...
