Major life events often inspire us to think differently about what comes next. Whether you've sold a business, received an inheritance, retired, or crossed another important milestone, the community foundation can help you discover how thoughtful charitable planning can translate financial success into lasting community impact.
By the time fall rolls around, the weeks leading up to year-end often pass way too quickly, which means now is the perfect time to talk with clients about “bunching” charitable gifts into a donor-advised fund. Learn why early planning with the community foundation can help clients maximize tax benefits through bunching and other strategies, while providing consistent support to the charities they care about.
Life changes, families grow, and community needs evolve, which means your charitable plan may deserve an occasional review. Check out key questions to consider as you revisit your giving goals, beneficiary designations, family involvement, and opportunities to make your philanthropy easier and more meaningful.
For many business owners, a succession event may be the largest liquidity event of a lifetime. We’re sharing four questions you can ask your clients to help bring charitable planning into the conversation early. Plus, we offer a word of caution to help you avoid a common and potentially treacherous pitfall in business succession planning.
Strong boards do much more than attend meetings and approve budgets. This is a good time for a brief refresher course on how your board as a whole can help advance your mission through governance, fundraising, community connections, and advocacy. It’s also a good time to support current board members in developing the skills and relationships your organization needs.
Qualified Charitable Distributions (QCDs) continue to create meaningful planning opportunities for clients over age 70½. With expanded giving limits, new charitable planning options, and proposed legislation that could simplify QCDs from workplace retirement plans, now is an ideal time to revisit charitable strategies with eligible clients. Learn how partnering with the community foundation can help clients maximize both philanthropic impact and financial benefits.