Gotcha! This Missing Sentence Can Cost Your Clients a Lot of Money
If you advise charitable clients in your practice, you are no stranger to the IRS’s requirements for substantiating charitable deductions. In some cases, however, tax
Apples and Oranges: Lifetime and Legacy Giving with IRAs
Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts, nearly $20 trillion of which
Year-end Checklist: Repeat, Repeat, Repeat
It’s October! You are well aware of the calendar, of course, and so are your clients. You’ve also likely already begun reminding clients about year-end
Reading Roundup: What’s Worth a Skim to Stay Up to Date on Charitable Planning
The Community Foundation team is happy to keep an eye out for what’s trending in the field of charitable planning, especially developments that impact your
What Happens if Your Client Wants to Give Government Securities to Charity?
Every day, the Community Foundation works with attorneys, CPAs, and financial advisors to help clients support the charities and causes they care about. Often, those
Estate Planning: Go Beyond the Thirteen Magic Words
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard