Philanthropic Insights

Professionals who advise clients regarding their wealth understand that giving long-term, appreciated assets is often one of the most tax-savvy ways their clients can support their favorite charities. Nevertheless, many clients still give cash. Consider using one of the following illustrations* to help clients see the benefits of giving appreciated…

Just as each of your clients has a unique estate and financial plan, each of your charitable clients needs a unique giving plan. For some, gifting shares of highly appreciated stock consistently makes the most sense for their charitable and tax goals. For others, leaving a bequest to support specific…

Reviewing a tax return can start a productive conversation about ways to plan gifts for charity more effectively. As you scan 2023’s charitable contributions, ask your client whether those charitable gifts were made with cash or with other assets and then steer the conversation toward discussing the most effective assets…

Gifts to charity provide critical support for more than a million organizations helping to sustain the quality of life in our community every year. Philanthropy equates to 2% of GDP–that’s a little more than the home health care services sector. Before your clients decide to give to an organization, trust…