Giving Guidance

“Nothing is so fatiguing as the eternal hanging on of an uncompleted task.” –William James Don't Wait Until November Procrastination is a drain in ways that go far deeper than…

Over the years, you’ve no doubt experienced the wide range of what clients perceive as “wealthy," and different assumptions about what it means to be a “philanthropist.” The interplay between…

Let's Talk About Corporate Philanthropy It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of these…

"401k millionaires" At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has…

Getting a jump on a future “to do” list is always such a good feeling. Our team can help you with your clients’ long-term charitable giving plans by putting in…

As a professional advisor, you are well aware that giving long-term appreciated assets is often one of the most tax-savvy ways your clients can support their favorite charities. Nevertheless, it’s…

When your client is getting ready to make a contribution to a fund at CFHZ or other charity, remind them not to automatically reach for the checkbook! There are a…

Charitable Goals Just as each of your clients has a unique estate plan and financial plan, your charitably-minded clients need a unique giving plan. For some clients, giving shares of…

Tax time has its silver linings! Going over tax returns with your clients can help start a productive conversation about ways to plan gifts to charity more effectively. As you…

Giving locally Your charitably-minded clients have no shortage of options for their philanthropic dollars. Many clients use their donor-advised funds at CFHZ to support nonprofits across the country - including…