“Shell funds” and other handy tools for charitable clients who are planning ahead
Getting a jump on a future “to do” list is always such a good feeling. The team at the FM Area Foundation can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now. Consider a case where you’re finalizing an estate plan for a […]
Fund types tailored to your client’s charitable goals
Just as each of your clients has a unique estate plan and financial plan to meet the client’s particular situation and goals, each of your philanthropic clients needs a unique charitable giving plan. For example, for some clients, giving shares of highly-appreciated stock consistently yearly to their fund at the FM Area Foundation makes the […]