No matter what words you use to express the advantages of giving appreciated assets, it can be hard for clients to truly hear it. Consider showing clients–using numbers and examples–that it really is better to support favorite charities by giving appreciated assets instead of cash. The foundation is here to help, click to read more!
Thank you for the opportunity to work together to reach your philanthropic goals. We are grateful for the many ways our team collaborates with donors, attorneys, accountants, and financial advisors. Whether we are working together to structure a family’s donor-advised fund, a gift of real estate, endowed support for a favorite nonprofit, or a Qualified Charitable Distribution to a field-of-interest fund at the community foundation, our team enjoys and appreciates every minute.
FREDERICKSBURG – The Community Foundation invites local educators to apply for grants through three of its educator-focused funds: the Trust for Public Education IV Fund, the Haven Make a Difference […]
news for professional advisorsFarms, Tax Planning, and Funding a Family LegacyGiven that there are more than 2 million farms in the United States, most advisors have at least one client […]
news for professional advisorsNational Make a Will MonthAugust 31 was the last day of National Make a Will Month, and the publicity surrounding this designation may prompt your clients to […]
Donating Non-Cash Assets Donating non-cash assets may provide multiple benefits to you while also supporting the causes you care about most in a significant way. Cash makes up only 7% […]
