Client conversations: Why your 2023 agenda must include charitable giving
No doubt, your news feed includes far more
It’s not too early for spring cleaning: Make this the year to help clients get organized
If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year. When it comes to charitable giving, your clients may find that organizing their giving through one or […]
Stay the course: Intentional philanthropy is critical in a downturn
Your family may be among those taking their charitable giving budgets more seriously this year, given the stock market’s challenges, rising interest rates, economic concerns, and anticipated cash crunches. At the same time, not surprisingly, community needs tend to rise during uncertain economic times. As 2023 gets into full swing, inflation, housing challenges, and economic […]
Invest in impact built on trust
If you’ve supported a particular charitable organization for many years and perhaps even served on its board of directors, you are likely familiar with some basic concepts of “trust-based philanthropy,” even if you didn’t know that’s what it is called. As a devoted supporter of the nonprofit organizations you love, you know that an organization’s […]
So long, 2022: Important charitable tax planning reminders as the year winds down
Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of the essence! Gifts of appreciated stock still shine Giving in a roller coaster market may continue to be a
Five of 2022’s most-asked questions about Qualified Charitable Distributions
Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs are growing as the source of more and more confusion. Here are answers to the questions we’ve been asked most frequently this year by both advisors and donors. Be on the lookout for these and […]
The perfect plate: Turkey, pumpkin pie, and charitable giving
As you prepare to gather with family and friends over the Thanksgiving holiday, we invite you to reach out to the team at the FM Area Foundation for suggestions on how to incorporate charitable giving into the festivities. For example: –Take this opportunity to brush up on the
Give a little and feel a lot better
In the classic book
Hanging in there: Charitable giving in a challenging economy
Earlier this year, Bankrate and Psych Central released the
Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The client and dozens of fellow employee shareholders are now flush with cash. “I’d like to use some of the money to give to charity,” the client tells you. “Let’s talk about a family fund at […]