Charitable Planning Resources

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.

Contact our team

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.

Learn more about the Forum

Advisor Resources

Smart disaster giving can offer predictability to the unpredictable
September 7, 2023
Smart disaster giving can offer predictability to the unpredictable

Affected communities need both immediate philanthropic support for people affected by a disaster and long-term support to address ongoing ramifications.

Keep your eye on clients' appreciated stock – always
September 7, 2023
Keep your eye on clients' appreciated stock – always

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.

For clients who may sell a business, the time to think charitably is right now
September 7, 2023
For clients who may sell a business, the time to think charitably is right now

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

Helping your clients get organized
August 7, 2023
Helping your clients get organized: Structure is a critical step in multi-generational philanthropy

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.

Legacy giving: A conversation that's full of opportunity
August 7, 2023
Legacy giving: A conversation that's full of opportunity

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

Advising clients about AI's impact on charitable giving
July 12, 2023
Advising clients about AI's impact on charitable giving

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

How catch-up contributions can boost clients' giving
July 12, 2023
How catch-up contributions can boost clients' giving

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? 

Generational Giving: Engaging the Entire Family in Philanthropy
June 22, 2023
Generational Giving: Engaging the Entire Family in Philanthropy

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.

Summer topics worth watching
June 12, 2023
Summer topics worth watching

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

Gifts of cash or stock: Is it a toss up?
June 11, 2023
Gifts of cash or stock: Is it a toss up?

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. 

Retirement plans and charitable giving: Understanding the "trifecta" of tax benefits
May 12, 2023
Retirement plans and charitable giving: Understanding the "trifecta" of tax benefits

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. 

Here's what we're reading
May 11, 2023
Here's what we're reading

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.

Tax tips to keep you on your toes
April 6, 2023
Tax tips to keep you on your toes

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

Turmoil in banking and technology: Optimism for charitable giving?
April 3, 2023
Turmoil in banking and technology: Optimism for charitable giving?

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.

Proposed legislation: Is better deductibility back on the table?
April 1, 2023
Proposed legislation: Is better deductibility back on the table?

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.

Charitable gifting a business: Stack the odds in your clients' favor
March 23, 2023
Charitable gifting a business: Stack the odds in your clients' favor

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.

Hidden no more: Unrestricted Funds, Designated Funds, and Field of Interest Funds
March 5, 2023
Hidden no more: Unrestricted Funds, Designated Funds, and Field of Interest Funds

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

Disaster giving: Perspectives for your clients
March 3, 2023
Disaster giving: Perspectives for your clients

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

In case you missed it: Three tax tips worth smiling about
February 13, 2023
In case you missed it: Three tax tips worth smiling about

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

It's not too early for spring cleaning: Make this the year to help clients get organized
February 7, 2023
It's not too early for spring cleaning: Make this the year to help clients get organized

If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year.