No matter the times, and even in down markets, some stocks will still out-perform. These holdings are excellent candidates for your clients to give to nonprofits and avoid taxes on the capital gains.

We can be a valuable resource as you guide a business owner client through a pre-sale preparation process.

An important first step in creating any multi-generational philanthropy plan is to advise clients to consider organizing their charitable giving, such as through a family Donor Advised Fund at the Sacramento Region Community Foundation.

Charitable giving is an important part of any estate planning conversation.

Here are three suggested discussion points when your clients ask how AI might impact their philanthropy plans.

How can you help a client plan ahead to maximize a bequest of retirement fund assets, as well as support increased giving during the client’s lifetime? 

By Elfrena Foord

It’s true that children can benefit from some inheritance, but every estate should have some money allocated to benefit the community.

Learn more about the Charitable Act, potential pitfalls of QCDs, and revisit the concept of private inurement.

As you touch base with your clients this summer about their charitable giving budgets for 2023, evaluate the types of assets best suited for each particular client to give to the nonprofits they love. 

Traditional IRAs are often poor vehicles for your clients to use to leave a family legacy. Instead, if a client is charitably inclined, traditional IRAs are likely better deployed to posthumous philanthropy if other assets, such as appreciated stock, are available to leave to children and other heirs. 

In this post, we invite you to learn more about the latest study on family philanthropy, what charitable deductions may look like in the future, and how to approach your clients about charitable giving.

Charitable deductions and the vehicles that generate them continue to land on the IRS’s radar.

Your philanthropic clients may seek your advice on how the recent events in the banking world could impact their approach this year to charitable giving. We’re sharing three factors to keep in mind as you counsel charitable individuals and families.

Charitable deduction legislation ebbs and flows. As the tradition of change continues for charitable giving, the Foundation will continue to be your source of smart, efficient and secure gifting.

As an advisor to business owners—and by collaborating with the Foundation—you can help your clients leverage potential future liquidity events to support the community causes they care most about.

Learn about how lesser-known charitable vehicles can help your client.

The Foundation can help your clients fulfill their giving instincts by acting as a secure, knowledgeable, and trustworthy facilitator.

Here are three tax tips to keep handy as you launch into 2023 client work.