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How catch-up contributions can boost clients' giving
How catch-up contributions can boost clients' giving
At the community foundation, we regularly work with legal, financial and tax advisors like you to help clients reach their charitable goals.  As a professional who often works with charitable clients, you are no doubt well aware of the tremendous...
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Income timing: A NIMCRUT could hold the key
Income timing: A NIMCRUT could hold the key
Clients who own closely held businesses or real estate may be good candidates for a particular type of charitable remainder trust known as a NIMCRUT, which is short for "Net Income with Makeup Charitable Remainder Unitrust."  The way it works is that...
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Giving a Business to Charity: Start the Conversation Now
Giving a Business to Charity: Start the Conversation Now
Despite recent reports of a 55% decline in charitable giving by the top 50 U.S. donors in 2022, high profile giving by donors associated with well-known businesses has maintained its place in the limelight, even amid recent market volatility and tenacious...
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3 Reasons to Talk With Your Clients About Charitable Giving
3 Reasons to Talk With Your Clients About Charitable Giving
No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients than it did just a few years ago. Charitable giving has always been an important subject of client discussions for attorneys, accountants and financial...
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