{"id":41660,"date":"2026-07-10T13:22:00","date_gmt":"2026-07-10T20:22:00","guid":{"rendered":"https:\/\/www.sacregcf.org\/four-questions-and-one-word-of-caution-copy-1\/"},"modified":"2026-07-10T13:26:48","modified_gmt":"2026-07-10T20:26:48","slug":"worth-a-read","status":"publish","type":"post","link":"https:\/\/www.sacregcf.org\/vi\/worth-a-read\/","title":{"rendered":"Worth a Read"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Each of us at the Foundation keeps an eye on trends, research, legislative developments, and thought leadership at the intersection of charitable planning, estate planning, and wealth management. Here are three recent articles we think are especially relevant for attorneys, CPAs, and financial advisors serving charitable clients.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Why Charitable Planning Is More Valuable Than Ever<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In the article <a href=\"https:\/\/www.fa-mag.com\/news\/why-charitable-efforts-are-the-advisor-s-edge-in-an-ai-driven-world-87116.html?section=43&amp;\">&#8220;Why Charitable Efforts Are the Advisor&#8217;s Edge in an AI-Driven World&#8221;<\/a> appearing in <em>Financial Advisor Magazine<\/em>, the author suggests that charitable planning may become an increasingly significant way for advisors to differentiate themselves as artificial intelligence automates more traditional planning and investment functions. The article argues that conversations about philanthropy, legacy, and personal values create opportunities for advisors to build deeper client relationships in ways that technology cannot easily replicate, reinforcing the advisor&#8217;s role as a trusted counselor rather than simply a technical expert.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a><\/a><strong>Donor Advised Funds continue to grow. . .<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In <em>Financial Advisor Magazine<\/em>&#8216;s article &#8220;<a href=\"https:\/\/www.fa-mag.com\/news\/making-sense-of-the-daf-surge--five-things-financial-advisors-should-know-87156.html?section=40\">Making Sense of the DAF Surge: Five Things Financial Advisors Should Know<\/a>,&#8221; the author takes a look at the continued growth of <a href=\"https:\/\/www.sacregcf.org\/donors\/donor-advised-funds\/\" data-type=\"page\" data-id=\"553\">Donor Advised Funds<\/a> and the factors driving their popularity. Among the key takeaways are that DAFs simplify charitable giving, allow donors to separate the timing of tax deductions from grantmaking decisions, and facilitate gifts of appreciated assets. The article also notes that many clients increasingly expect charitable planning to be integrated into broader wealth management conversations, making familiarity with DAF strategies an important competency for advisors.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a><\/a><strong>. . .and that is good news for charities.<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The article <a href=\"https:\/\/candid.org\/blogs\/daf-fundraising-report-nonprofit-takeaways\/\">&#8220;DAF Fundraising Report: Nonprofit Takeaways&#8221;<\/a> on Candid\u2019s website highlights findings showing that DAF donors are often highly engaged philanthropists who give repeatedly and frequently make larger charitable gifts over time. The report encourages nonprofits to strengthen relationships with DAF donors, improve stewardship efforts, and make it easier for donors to recommend grants through their charitable giving accounts. This article is useful to advisors because it connects the dots among donors, DAFs, and nonprofit organizations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What\u2019s the takeaway?<\/strong><strong><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Remember that the Sacramento Region Community Foundation can provide a wide range of solutions for your clients\u2019 charitable giving needs, including Donor Advised Funds, legacy planning, information about community needs and nonprofits, and ways to involve family members in philanthropy. We are here to support <em>you<\/em> as you serve your clients. Please reach out anytime.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a id=\"_msocom_1\"><\/a><\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-secondary-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-8f7c07b1 wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:0px;padding-top:var(--wp--preset--spacing--64);padding-bottom:var(--wp--preset--spacing--64)\">\n<div class=\"wp-block-group alignwide has-global-padding is-layout-constrained wp-container-core-group-is-layout-b9edf328 wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:0;padding-top:var(--wp--preset--spacing--36);padding-right:var(--wp--preset--spacing--24);padding-bottom:0;padding-left:var(--wp--preset--spacing--24)\">\n<p class=\"has-text-align-left has-base-color has-text-color has-link-color wp-elements-a8a5851e4fa639b9799e47c5c67f98de wp-block-paragraph\" style=\"font-size:clamp(1.039rem, 1.039rem + ((1vw - 0.2rem) * 0.801), 1.6rem);font-style:normal;font-weight:500\">T\u1ed1i \u0111a h\u00f3a ho\u1ea1t \u0111\u1ed9ng t\u1eeb thi\u1ec7n c\u1ee7a kh\u00e1ch h\u00e0ng<\/p>\n\n\n\n<p class=\"has-base-color has-text-color has-link-color wp-elements-ad1a483f360805e7961d7a9f0e906116 wp-block-paragraph\">Th\u1eadt d\u1ec5 d\u00e0ng v\u00e0 b\u1ed5 \u00edch \u0111\u1ec3 th\u00e0nh l\u1eadp m\u1ed9t qu\u1ef9 t\u1eeb thi\u1ec7n v\u1edbi Qu\u1ef9 C\u1ed9ng \u0111\u1ed3ng Khu v\u1ef1c Sacramento. Ch\u00fang t\u00f4i \u1edf \u0111\u00e2y \u0111\u1ec3 gi\u00fap b\u1ea1n t\u1ea1o t\u00e0i kho\u1ea3n cho \u0111i ph\u00f9 h\u1ee3p cho m\u1ee5c ti\u00eau c\u1ee7a kh\u00e1ch h\u00e0ng &#8211; \u0111\u1ec3 h\u1ecd c\u00f3 th\u1ec3 t\u1eadn h\u01b0\u1edfng nh\u1eefng l\u1ee3i \u00edch c\u1ee7a d\u1ecbch v\u1ee5 linh ho\u1ea1t, \u0111\u1ea7u t\u01b0 hi\u1ec7u qu\u1ea3 v\u00e0 t\u00e1c \u0111\u1ed9ng \u0111\u1ecba ph\u01b0\u01a1ng. <\/p>\n\n\n\n<div class=\"wp-block-buttons has-custom-font-size has-medium-font-size is-horizontal is-content-justification-left is-nowrap is-layout-flex wp-container-core-buttons-is-layout-109b7474 wp-block-buttons-is-layout-flex\" style=\"margin-bottom:var(--wp--preset--spacing--36)\">\n<div class=\"wp-block-button secondary-button\"><a class=\"wp-block-button__link has-base-color has-text-color has-link-color has-custom-font-size wp-element-button\" href=\"https:\/\/www.sacregcf.org\/vi\/cac-nha-tai-tro\/\" style=\"font-size:clamp(0.875rem, 0.875rem + ((1vw - 0.2rem) * 0.179), 1rem);\">B\u1eaft \u0110\u1ea7u<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Keeping up with the latest charitable planning trends can help advisors strengthen client relationships and maximize philanthropic impact.<\/p>\n","protected":false},"author":8,"featured_media":41671,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"tpgb_global_settings":"","_searchwp_excluded":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","_members_access_role":[],"_members_access_error":"","_links_to":"","_links_to_target":""},"categories":[12],"tags":[],"class_list":["post-41660","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisors"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - 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