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Fund types tailored to your client's charitable goals
Fund types tailored to your client's charitable goals
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...
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Tips for serving clients who love local
Tips for serving clients who love local
Your charitably minded clients certainly have no shortage of options for their philanthropic dollars. Many clients use their donor-advised funds, for example, at the community foundation to support favorite charities across the country, including alma maters,...
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Charitable giving tips for clients' golden years
Charitable giving tips for clients' golden years
The rising popularity of the Qualified Charitable Distribution (QCD) appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. As we begin a new year, be sure you're familiar with the various charitable giving...
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By the Numbers: What's Around the Corner in 2024
By the Numbers: What's Around the Corner in 2024
As 2023 makes way for 2024, you're no doubt inundated with information about the various IRS thresholds that are subject to adjustment. But have you thought about how each of these thresholds might be connected with your clients' charitable giving? Here are a...
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