Tips for serving clients who love local
Your charitably-minded clients certainly have no shortage of options for their philanthropic dollars. Many clients use their donor-advised funds, for example, at the FM Area Foundation, to support favorite charities across the country, including alma maters, organizations in the communities where they’ve lived in the past or have a second home, or charities in communities […]
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 giving. Here are three questions that are top of […]
Brian Hayer Joins Board of Directors
Brian Hayer is a highly accomplished and dedicated individual who brings a wealth of experience to the FM Area Foundation. As Managing Director at Bell Insurance, he has demonstrated exceptional leadership and a commitment to positively impacting our community. Brian completed his Master of Science degree in the field of Insurance from Arizona State University. […]
Clean slate: Tips for charitable giving in 2024
A new year is such a great time to plan and reboot. Cliche 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 about your 2024 charitable giving goals and priorities, here […]
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 […]
Crisis giving: Avoiding pitfalls
Whether you’re motivated to respond to needs created by a conflict, accident, or natural disaster, it’s human nature to want to help—especially through financial support. All too often, a tragic event occurs and is quickly publicized through news accounts or social media. Then, the dollars start rolling into a crowdfunding site like GoFundMe, Kickstarter, or […]
Get ahead of the year-end rush
Holidays and tax planning (although very different in the ways they are celebrated!) are both year-end traditions. No doubt (?) you’ve got the holidays covered, and perhaps your advisors are already helping you make sure your tax planning is in place. It’s a good idea to familiarize yourself with several important year-end charitable giving techniques […]
Charitable planning and women clients: Three mini-case studies
Women’s spending power has been in the news over the last several weeks as Taylor Swift’s and Beyonce’s tours continue to break records, and the Barbie movie still looms large. As you’ve worked with female clients over the years, you’ve likely noticed a few trends: Women frequently take on caregiving roles within a family, including caring for both their parents and […]