Advisor News
-
Determining the Right Charitable Planning Tool for Clients
Dec 30, 2024
Which type of charitable planning tool is best for a particular client? That is a question we regularly get asked by attorneys, CPAs and financial advisors. At the Community Foundation,…
Continue reading -
Navigating multiple charitable strategies for clients
Dec 2, 2024
Charitable giving is always an important strategy to discuss with your clients. Many individuals and families are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes.…
Continue reading -
Tips for starting a charitable giving conversation
Nov 5, 2024
Whether the matter at hand is tax planning, updating wills and trusts, or structuring retirement portfolios, attorneys, CPAs and financial advisors are no strangers to tough conversations. How can those…
Continue reading -
Planning for Year-End in the Fall
Oct 11, 2024
As the year begins to wind down, consider tapping into your clients’ philanthropic interests as a catalyst to motivate them to start addressing year-end planning items right now rather than…
Continue reading -
Gifts of real estate to meet charitable goals
Sep 3, 2024
We are hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This is wonderful news! Gifts of real…
Continue reading