Philanthropy keeps your clients sticky
Retaining your clients or customers is the key to success regardless of your business or industry. 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 advisor who helps clients with […]
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 these thresholds might be connected with your client’s charitable giving? Here are a few pointers to keep handy as you inform your clients about changes […]
Charitable giving tips for clients’ golden years
The rising popularity of the Qualified Charitable Deduction–”QCD”–appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. Before the clock winds down on 2023 giving opportunities, be sure you’re familiar with the various charitable giving techniques that are most appealing to retirees and the various ways the FM Area Foundation […]