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.
Why Charitable Planning Is More Valuable Than Ever
In the article “Why Charitable Efforts Are the Advisor’s Edge in an AI-Driven World” appearing in Financial Advisor Magazine, 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’s role as a trusted counselor rather than simply a technical expert.
Donor Advised Funds continue to grow. . .
In Financial Advisor Magazine‘s article “Making Sense of the DAF Surge: Five Things Financial Advisors Should Know,” the author takes a look at the continued growth of Donor Advised Funds 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.
. . .and that is good news for charities.
The article “DAF Fundraising Report: Nonprofit Takeaways” on Candid’s 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.
What’s the takeaway?
Remember that the Sacramento Region Community Foundation can provide a wide range of solutions for your clients’ 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 you as you serve your clients. Please reach out anytime.
最大化客户的慈善捐赠
通过萨克拉门托地区社区基金会设立慈善基金既简单又有成就感。我们致力于帮助您创建符合客户目标的合适捐赠账户——让他们享受灵活服务、有效投资和本地影响力的好处。