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Keep your eye on clients' appreciated stock
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%...
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Amplify Your Impact With a Gift of Life Insurance
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...
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Legacy giving: A conversation that's full of opportunity
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...
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Helping your clients launch a multigenerational giving plan
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...
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Farms, tax planning, and funding a family legacy
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...
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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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