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...
by Georgina Tegart | Jan 26, 2024 | Professional Advisors
1. Personalized, Hands-On Support At a community foundation, you’re more than just an account number. You’re a partner in philanthropy. Local staff are dedicated to understanding your unique charitable interests and work closely with you to create a giving plan that...
by Laura giammattei | Jan 18, 2024 | Professional Advisors
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...
by Laura giammattei | Jan 18, 2024 | Professional Advisors
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...
