Stories

Understanding the personality types of your donors

As you talk with your donors about the possibility of making a gift to your endowment fund at the community foundation, it's helpful to take a step back and consider your approach. Each donor's reasons for giving to your endowment fund will be a little...

How planned giving helps you prepare for your organization's future

You and your team are well aware that bequests to your organization can make a huge difference to your bottom line. With the average size of a bequest reported to total more than $78,000, it's easy to see how the numbers can add up quickly. Still, focusing on...

For clients who may sell a business, the time to think charitably is right now

Business owners who have enjoyed summertime's more relaxed energy can deservedly daydream about the "extended vacation" that comes with selling the business. While it all sounds good, business brokers will tell you that many business owners fail to optimize...

Keep your eye on clients' appreciated stock

Many advisors will recall that by August 2022, markets were down 12% for the year and inflation was up 8.3% year-over-year. Perhaps consequently, annual charitable giving was on its way to a rare (fourth time in 40 years) year-over year decline of some 4%...

Women's Endowment Fund Videos

To celebrate the 30th anniversary of the Women's Endowment Fund, our advisory board sought to tell stories about the volunteers and donors who have empowered the fund to award so many grants. Below, you'll find videos about the nonprofits and leaders that...

Amplify Your Impact With a Gift of Life Insurance

It was a light-bulb moment the first time CBIZ Managing Director Naomi Ganoe learned about the benefits of gifting a life insurance policy to charity. As someone with a longtime passion for giving back to the causes she cares about, Naomi was drawn to the...

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 now an especially good time to prompt your clients to review their estate plans – or get their...

Helping your clients launch a multigenerational giving plan

Instilling the idea of charitable giving in children and grandchildren may appear to be easy, but where should your clients begin, and how can they make it last? More and more, wealth advisors are being asked by their clients to weigh in on strategies for...

Farms, tax planning, and funding a family legacy

Given that there are more than 2 million farms in the United States, most advisors have at least one client who owns farm property. Although the number of farms has been dropping slowly but steadily since 2000, millions of dollars of wealth are tied up in...

Review your estate plan during National Make-A-Will month

Did you know that August is National Make-A-Will Month? Even if your estate planning documents are already in place, this is still a great time to review your will, trust, and beneficiary designations to ensure that they still capture your financial and...

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