{"id":41624,"date":"2026-07-10T12:34:00","date_gmt":"2026-07-10T19:34:00","guid":{"rendered":"https:\/\/www.sacregcf.org\/three-scenarios-for-impact-copy-1\/"},"modified":"2026-07-10T14:08:07","modified_gmt":"2026-07-10T21:08:07","slug":"backdrop-required-informing-your-work-with-charitable-clients","status":"publish","type":"post","link":"https:\/\/www.sacregcf.org\/zh-hans\/backdrop-required-informing-your-work-with-charitable-clients\/","title":{"rendered":"Backdrop Required: Informing Your Work With Charitable Clients"},"content":{"rendered":"\n

As attorneys, CPAs, and financial advisors, you\u2019re dedicated to helping charitable clients navigate technical planning opportunities ranging from DAFs and Qualified Charitable Distributions to charitable trusts and gifts of complex assets. Our Foundation team<\/a> is here to help, every step of the way!<\/p>\n\n\n\n

Tackling the details is important. Effective charitable planning also requires something broader, and that\u2019s context<\/em>. That\u2019s why the Foundation is committed to keeping you up to date on research and trends that affect philanthropy and related strategies at a macro level. Indeed, charitable planning does not occur in a vacuum; it exists within a rapidly evolving nonprofit sector and a dynamic legislative and regulatory environment.<\/p>\n\n\n\n

In that spirit, we\u2019re sharing three important trends and updates:<\/p>\n\n\n\n

Philanthropy, including your clients\u2019 gifts, supports a larger and more complex nonprofit sector than ever before.<\/strong><\/p>\n\n\n\n

Charitable giving is going strong<\/a>! In 2025<\/a>, Americans contributed an estimated $617 billion to support causes ranging from local nonprofits and places of worship to educational institutions and animal welfare organizations. This fell just short of the record set during a pandemic-related surge in philanthropy, but nevertheless, 2025 represents one of the highest levels of charitable giving ever recorded.<\/p>\n\n\n\n

Consistent with that trend, in its recent report, The U.S. Tax-Exempt Sector Explained: The Growing Role of Nonprofits in America<\/em><\/a>, the Bipartisan Policy Center highlights the significant growth of the nonprofit sector over the past several decades. Nonprofits today provide essential services, strengthen communities, advance education and healthcare, and address needs that government and the private sector often cannot meet on their own. This signals an important reminder to advisors that charitable planning is not simply a tax exercise. Helping your clients support charitable organizations can have meaningful implications for communities and local economies well beyond the specific charitable organizations themselves.<\/p>\n\n\n\n

Charitable planning tools continue to evolve.<\/strong><\/p>\n\n\n\n

PG Calc’s recent article, The State of Play: Navigating the Current Landscape of QCD Legislation and DAF Regulations<\/em><\/a>, provides a helpful review of ongoing discussions in Washington surrounding Qualified Charitable Distributions and DAFs. These tools continue to offer valuable planning opportunities for many clients, and the article serves as a reminder that charitable planning strategies are shaped by legislation, regulation, and public policy discussions. Advisors who stay informed about potential changes are often better positioned to help clients adapt as the charitable planning landscape evolves.<\/p>\n\n\n\n

Clients increasingly expect charitable planning to be integrated into broader financial and estate planning conversations.<\/strong><\/p>\n\n\n\n

Philanthropy is becoming more sophisticated, more visible, and more interconnected with wealth transfer, retirement planning, tax planning, and legacy goals. A recent article<\/a> in Financial Advisor Magazine<\/em> highlighted once again the importance of philanthropy to high-net-worth families, which in turn means that advisors who work with these clients must be familiar with DAFs and other charitable planning tools. Clients often look to their trusted advisors not only for technical expertise, but also for perspective on how charitable giving fits into their overall financial picture.<\/p>\n\n\n\n

The bottom line is that context matters! By working with the Foundation to stay informed about trends affecting nonprofits, charitable incentives, and philanthropic planning, you can better serve your charitable clients and help them achieve both their financial and estate planning goals and<\/em> their goals for community impact.<\/p>\n\n\n\n

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\u6700\u5927\u5316\u5ba2\u6237\u7684\u6148\u5584\u6350\u8d60<\/p>\n\n\n\n

\u901a\u8fc7\u8428\u514b\u62c9\u95e8\u6258\u5730\u533a\u793e\u533a\u57fa\u91d1\u4f1a\u8bbe\u7acb\u6148\u5584\u57fa\u91d1\u65e2\u7b80\u5355\u53c8\u6709\u6210\u5c31\u611f\u3002\u6211\u4eec\u81f4\u529b\u4e8e\u5e2e\u52a9\u60a8\u521b\u5efa\u7b26\u5408\u5ba2\u6237\u76ee\u6807\u7684\u5408\u9002\u6350\u8d60\u8d26\u6237\u2014\u2014\u8ba9\u4ed6\u4eec\u4eab\u53d7\u7075\u6d3b\u670d\u52a1\u3001\u6709\u6548\u6295\u8d44\u548c\u672c\u5730\u5f71\u54cd\u529b\u7684\u597d\u5904\u3002 <\/p>\n\n\n\n

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\u5f00\u59cb\u4f7f\u7528<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n

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As philanthropy evolves, advisors who stay ahead of trends can deliver more meaningful guidance to charitable clients.<\/p>\n","protected":false},"author":8,"featured_media":41627,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"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-41624","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisors"],"acf":[],"yoast_head":"\nBackdrop Required: Informing Your Work With Charitable Clients - Sacramento Region Community Foundation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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