As advisors, you are on the frontlines of philanthropic opportunity. Your role is to help clients best plan for their futures, their legacies and their communities. We add our expertise to yours to ensure that your clients make educated decisions while selecting from a full spectrum of giving vehicles. A member of our Fundholder Services team is happy to meet with you to provide you with the tools you need in your client meetings, including prepared fund agreements.
In addition to one-on-one meetings with the charitable giving experts at the Foundation, we encourage you to join the Philanthropic Advisors' Forum of Greater Sacramento, a community of professional advisors dedicated to serving their clients and the Sacramento region. Guided by a committee of local leaders in the field, the Forum provides regular opportunities to gather with your peers, network, better serve your clients, and help grow charitable giving in the capital area.
In the wake of recent disasters in neighboring areas and across the globe, your clients may ask you about their options to support those affected.
Here are three messages worth sharing with your philanthropic clients during bear market conditions.
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving.
Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs.
August is national “Make a Will Month,” and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order.
It's worth exploring philanthropic options with your clients who own farmland.
Millennials, who now make up nearly a quarter of the population in the United States, may prove to be more enthusiastic planners than their parents and grandparents.
Personal knowledge, QCD eligibility, and public support give community foundations a leg-up in the philanthropic sector, according to professional advisors
Wondering how you can help foster philanthropic values in the lives of young people you love? Our fundholder services team has a few tips to share.
It’s true that children can benefit from some inheritance, but every estate should have some money allocated to benefit the community.
Helping others has numerous rewards. Reaping tax benefits is a nice bonus.