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Horizontal Rule
Protecting your clients from year-end charity scams
Protecting your clients from year-end charity scams
With GivingTuesday right around the corner, many of your clients are likely to make an "in the moment" decision to give to a charity. That’s terrific, and you’ll be doing them a big favor if you offer a gentle reminder that, unfortunately, there are a few...
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The power of planning: bundling, bunching and bequests
The power of planning: bundling, bunching and bequests
The significant community needs arising from the events of 2020, coupled with recent tax law changes, make it even more important to help your clients plan their charitable giving strategies. For the last couple of years, your clients likely have been hearing...
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Corporate giving programs: Opportunity in the COVID era
Corporate giving programs: Opportunity in the COVID era
According to the recently released 2020 Porter Novelli Executive Purpose Study, more than 80% of large company executives believe for-profit companies have a responsibility to play a role in resolving social issues. The study also found that most executives...
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Advising clients on starting a charity
Advising clients on starting a charity
As 2020 marches on with little relief in sight from the crises affecting our region, more and more attorneys, accountants and financial advisors are fielding questions from well-intentioned clients who are exploring starting their own nonprofits to help...
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CLATs offer rare wealth transfer opportunity
CLATs offer rare wealth transfer opportunity
The current environment of historically low interest rates has some experts heralding a "golden age of CLATs." More formally known as Charitable Lead Annuity Trusts, these planned giving vehicles pay a fixed amount to charity each year for a specific period...
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Two charitable gift ideas made better by the SECURE Act
Two charitable gift ideas made better by the SECURE Act
By Don Laubacher, CFP®, CPA, AEP®Senior Vice President, Family Wealth, Sequoia Financial Group The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on Dec. 20, 2019 (that seems like a long time ago!). One significant...
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Donor-advised funds as anti-racism impact investing tools
Donor-advised funds as anti-racism impact investing tools
Recent events in communities across America are painful reminders to all of us that systemic racial inequity and injustice in our society continues to severely damage the quality of life for Black people.  Our responsibility as your community foundation...
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Making smart charitable giving choices
Making smart charitable giving choices
By Jesse Hurst, CFP, AIFImpel Wealth Management There were many benefits that came as a result of the 2017 tax law changes. The tax code was simplified, eliminating many deductions and loopholes. The standard deduction was doubled for most individuals and...
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