Stories: Advisor Stories

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%...

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...

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...

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...

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...

According to 2022 statistics released in June 2023 as part of the Giving USA report, Americans' bequests to charity totaled nearly $46 billion last year. That's a tremendous amount of charitable giving flowing to community organizations from donors after they...

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...