Our Blog
News & Insights
Read about our collective, collaborative work to build a just and vibrant Sacramento region with philanthropy.
Category: Advisor Insights
🔃 Reset
-
Start With Numbers: A Case Study for Charitable Clients
Read more: Start With Numbers: A Case Study for Charitable ClientsOur team is here as a sounding board for everything related to charitable giving.
-
Easier Than You Might Think: Moving a DAF to the Foundation
Read more: Easier Than You Might Think: Moving a DAF to the FoundationIt’s easier–and more beneficial–than you might think for your client to move a DAF to the Foundation.
-
Donating Business Interests: Why a Fund at the Foundation Is the Ideal Recipient
Read more: Donating Business Interests: Why a Fund at the Foundation Is the Ideal RecipientMany wealthy individuals build their fortunes through regional business ownership, and with most business owners being charitably inclined, advisors should understand the benefits of donating closely-held business interests.
-
More Questions than Answers: Pending Tax Legislation
Read more: More Questions than Answers: Pending Tax LegislationIt’s important to be aware of key components of the bill that could impact estate and financial planning.
-
Philanthropy: A Marathon, Not a Sprint
Read more: Philanthropy: A Marathon, Not a SprintEven in uncertain times, philanthropy thrives as clients continue giving, with DAFs growing in popularity, tax changes on the horizon, and long-term strategies gaining traction.
-
Better Alternative: Moving a Private Foundation to a DAF
Read more: Better Alternative: Moving a Private Foundation to a DAFWith private foundations growing, many families are shifting to Donor Advised Funds (DAFs) for easier management, tax benefits, and continued charitable impact.
-
Charitable Remainder Trusts: What You Need to Know
Read more: Charitable Remainder Trusts: What You Need to KnowUnlock tax savings and create a lasting legacy with a Charitable Remainder Trust (CRT), the perfect solution for clients looking to donate assets, secure income, and maximize impact!
-
Refresher Course: Charitable Gift Annuities
Read more: Refresher Course: Charitable Gift AnnuitiesPlease reach out to the Foundation team when a client asks about charitable gift annuities or any other type of charitable gift.
-
Weighing the Options: Private Foundation or Donor Advised Fund (DAF)?
Read more: Weighing the Options: Private Foundation or Donor Advised Fund (DAF)?To help you evaluate a client’s options, here are three common myths about the differences between private foundations and DAFs.
-
Trust Matters: Your Clients’ Go-to Resource for Community Impact
Read more: Trust Matters: Your Clients’ Go-to Resource for Community ImpactAs you work with your charitable clients, keep in mind that the Foundation can help bolster clients’ trust in their favorite nonprofits.
-
Caught By Surprise? Here’s What’s Going On
Read more: Caught By Surprise? Here’s What’s Going OnIn the wake of the California wildfires, your clients are eager to support the communities affected, and we’re here to help make that impact possible
-
Generational Shifts: Fulfilling Clients’ Charitable Wishes
Read more: Generational Shifts: Fulfilling Clients’ Charitable WishesIn the wake of the California wildfires, your clients are eager to support the communities affected, and we’re here to help make that impact possible
-
Tax Time Blues: Why Is This So Hard?
Read more: Tax Time Blues: Why Is This So Hard?In the wake of the California wildfires, your clients are eager to support the communities affected, and we’re here to help make that impact possible
-
Wise Giving: Advising Clients on Supporting Fire Relief Efforts
Read more: Wise Giving: Advising Clients on Supporting Fire Relief EffortsIn the wake of the California wildfires, your clients are eager to support the communities affected, and we’re here to help make that impact possible
-
If This, Then That: Scenarios to Consider as Tax Time Approaches
Read more: If This, Then That: Scenarios to Consider as Tax Time ApproachesTo assist with charitable giving during tax season, we’ve outlined tips for three scenarios where the Foundation can help.