Stories: Advisor Stories

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...

Most attorneys, accountants and financial advisors are well aware of donor-advised funds and the reasons behind their popularity. Especially when a donor-advised fund is established at the community foundation, this vehicle is an excellent way for your...

Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. If you're wondering why, it likely has a lot to do with the buzz about Qualified Charitable Distributions, which...

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...

In the weeks since the collapse of Silicon Valley Bank, many philanthropic clients may be looking to their advisors for advice on how the recent events in the banking world could impact their approach this year to charitable giving. We're sharing three...

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...

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...

By Jesse W. Hurst, CFP®, AIF®, Financial Advisor and CEO of Impel Wealth Management and Lewis E. Bennett III (Trey), Partner, Stark & Knoll Co. L.P.A. In high school, many of us were asked to solve a word problem that went something like this: Two...

Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left out of discussions when new tax incentives are proposed in Congress, primarily (and logically) because these organizations don't pay tax. Fortunately,...

To alleviate the tax burden of required minimum distributions from IRAs, many advisors are recommending their clients use their RMDs to make qualified charitable distributions (QCDs) to their favorite charities. These tax-free distributions are a financially...