As you talk with your clients about charitable giving, are you leading with tax benefits? Deferring philanthropy topics until November and December? Not looking at the big picture? If so, you may want to rethink your approach, according to a recent article. The article points out the importance of engaging specialists to assist you in advising a client about how to make a difference in the community. Our team at the Foundation specializes in charitable giving and community impact. We’re just a phone call or message away.
You might also enjoy the latest study on family philanthropy, particularly because it reinforces so many of the best practices we already deploy here at the Foundation. We look forward to working alongside you to help your clients and their families make a difference in the lives of others for generations to come.
Finally, as the dust settles on tax season, and as we look ahead to what the charitable deduction might look like in future years, we appreciated the perspectives in this piece about the surprising benefits of a complex tax code. More proof that it is always possible to look on the bright side!
We are here to help you simplify your giving and strengthen your impact. We look forward to helping make your philanthropy powerful and rewarding, creating the lasting change you want to see — in this community and beyond.