FAQs: A snapshot of clients’ tax-time charitable giving questions
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 is a good time for advisors to review a few basic tax principles related to charitable […]
What happens when I leave a bequest to my fund at The Community Foundation?
What happens when I leave a bequest to my fund at The Community Foundation? Many donors and fund holders at The Community Foundation have updated their estate plans to leave a bequest to their donor-advised or other type of fund. Some bequests take the form of a “specific bequest,” which means that the fund at […]
Big or small, every gift matters
Big or small, every gift matters Simplicity, efficiency, and effectiveness have long been cornerstones of working with The Community Foundation to carry out charitable goals. Time and time again at The Community Foundation, we see how easily donors who’ve established a donor-advised or other type of fund are able to not only fulfill their big-picture […]
Estate planning: One of the best ways to show you care
Estate planning: One of the best ways to show you care Money, mortality, and family relationships. Each of those topics alone can be tough for anyone to address head on, and when you combine them, it’s no wonder so many people put off setting up or updating their estate plans. Establishing a will, trust, and […]
Clean slate: Tips for charitable giving in 2024
Clean slate: Tips for charitable giving in 2024 A new year is such a great time to plan and reboot. Cliché as it may be to talk about resolutions this time of year, it’s tough to deny that January represents a clean slate for “to do” lists, goals, and your overall mindset. As you think […]
Providing guidance for loved ones about your charitable giving
Providing guidance for loved ones about your charitable giving Whatever their age or health status, most people are aware that they need to document important financial and personal information for loved ones, just in case the unexpected occurs. We’ve all heard stories about someone’s family member who passed away and left little, if any, information […]
Planned giving pointers
Planned giving pointers As you’ve chatted over the years with the professionals working at your favorite nonprofits, you’ve likely heard the term “planned giving.” You may have even wondered what the term means–even if you have already structured so-called “planned gifts” to support your favorite charities! Here are a few pointers to help break down […]
Tax law twists and turns: Five developments impacting charitable giving
Tax law twists and turns: Five developments impacting charitable giving 2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why we’re here! The team at The Community Foundation is committed to keeping you up-to-date on what you need to know. Here’s […]
Unrestricted giving, the trust factor, and why it matters to your clients
Unrestricted giving, the trust factor, and why it matters to your clients The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–that’s a little more than the home health care services […]
Announcing Keynote Speakers for Rocco Forum on Philanthropy 2024
Learn more about our speakers and their book: The Generosity Crisis: The Case for Radical Connection to Solve Humanity’s Greatest Challenges. https://www.chappell-crimmins.com/
Big gifts, bullish portfolios, and kids who move away
Big gifts, bullish portfolios, and kids who move away If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them. Take a few minutes this month to […]
Philanthropy keeps your clients sticky
Philanthropy keeps your clients sticky Regardless of your business or industry, retaining your clients or customers is a key to success. And as the saying goes, it’s easier and less costly to retain or get more work from a current client than it is to find a new client. As an attorney, accountant, or financial […]
