Celebrate variety: Many assets make great gifts to charity
When your client is getting ready to contribute to a fund at the FM Area Foundation or other charity, remind them not to reach for the checkbook automatically! Here are different (and typically more tax-savvy) options to consider. Marketable securities Gifts of long-term appreciated stock to a donor-advised or other type of fund at the […]
Legal developments: We’re watching!
As your go-to resource for charitable giving techniques, the FM Area Foundation’s team pays close attention to best practices in addressing the broad range of your client’s charitable intentions to support both near-term and long-term community needs. This includes tracking legal developments that may broadly impact philanthropy, specific giving vehicles, and everything in between. For […]
Left behind? Why companies need philanthropy advice, too
It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of these clients are already supporting their favorite community causes, and it’s your job to make sure they know about all the options for structuring their near-term and long-term plans to give […]