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…
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…
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…
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…
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…
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…
The Difference a Year Can Make In August 2022, markets were down 12% for the year and inflation was up 8.3% year-over-year. Perhaps consequently, but then unknown, annual charitable giving…
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 the next couple of weeks…
Helping Your Clients Get Organized Instilling the idea of charitable giving in children and grandchildren at first blush may appear to be easy, but where to begin, and how to…
Partnering to help clients achieve charitable goals At the community foundation, we regularly partner with professional advisors to help their clients reach their charitable goals. You are no doubt well…