“I still don’t get it”: TLC for your clients’ QCDs
Despite the Qualified Charitable Distribution’s (QCD) position as a financial media darling, mentioned in hundreds of articles every week, it’s still not an easy concept to get your head around....
Information and Resources for Donors and Professional Advisors
Dec 18th 2023
2023 Year End Charitable Planning Reminders
Tax Benefits Charitable contribution deductions for donations to public charities are limited to 60% of AGI for cash gifts, while the limit for appreciated non-cash assets held more than one...
Dec 18th 2023
It’s that time of year: Three reminders for client’s charitable giving
December 31 is fast approaching, and that means income tax deadlines are beginning to loom large. As you work with your clients this month, try to get ahead of the...
Nov 20th 2023
Advisors and coaches: How you and the Community Foundation work together to serve your clients
Work with the Community Foundation to support your clients’ charitable giving. As an attorney, accountant, or financial advisor, you’re a key part of every client’s multifaceted team that helps with...
Oct 13th 2023
“Better three hours too soon than a minute too late.”
While William Shakespeare and the IRS may not appear to have much in common, delayed timing resulted in a lost charitable income tax deduction and a hefty capital gains tax...
Jul 25th 2023
Passage of SECURE 2.0 Act incentivizes Americans to make charitable gifts in 2023
On Dec. 23, Congress passed the Consolidated Appropriations Act of 2023, which includes a package of retirement reform bills including the long-awaited SECURE 2.0 Act. SECURE 2.0 provides something for every...
Dec 29th 2022
Proposed SECURE Act 2.0 and Charitable Giving
Talking Charity with your Clients: SECURE Act 2.0 and Historical Context of the Charitable Deduction Tax issues related to the charitable giving are hot topics these days as potential tax...
May 4th 2022
3 Tried and True Financial Strategies for Charitable Giving in 2022
For those ready to make philanthropy a priority in 2022, proven strategies are the best bet. For Americans across the country, the new year represents two things: a chance to...
Feb 3rd 2022
Year-End Charitable Giving Reminders
As you work with your advisors on year-end planning, consider some of these giving strategies that will allow you to support the Community Foundation and charitable causes important to you...
Nov 23rd 2021
Estate Planning Opportunities: Impact of a Low-Interest Rate Environment and COVID-19
Interest rates that are used to calculate the gift tax deduction in estate planning strategies are at historically low levels in response to the slowdown of the economy and the...
Mar 5th 2021