Celebrate variety: Many assets make great gifts to charity
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…
Fund types tailored to your client’s charitable goals
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 return reviews help clients level up charitable giving plans
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…
Tips for serving clients who give locally
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…
FAQs: A snapshot of clients’ tax-time charitable giving questions
The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax returns and 2024 planning. Now…
Golden Opportunities: Helping retired clients with their philanthropy
Your retired clients are more likely to get involved in the community, are excellent candidates for Qualified Charitable Distributions, less likely to itemize deductions, more likely to want to get…
By the numbers: What’s around the corner in 2024
As 2023 makes way for 2024, you’re no doubt inundated with information about the various IRS thresholds that are subject to adjustment. But have you thought about how each of…
Year End Giving Tips
Tips for Smart Year End Giving Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving…
Spotting opportunity: Moving from a commercial fund to CFHZ
Donor Advised Funds (DAF) Donor advised funds (DAF) are an increasingly popular charitable giving and planning tools. While your clients can establish a DAF through a national financial institution (like Fidelity…
Clients want to know. What’s deductible and what’s not?
Questions about Tax Deductions Whether you are an estate planning attorney, financial advisor, or accountant, you’ve probably seen an uptick in client questions about tax deductions–and tax rules in general–over…