Gifts of appreciated stock: Let the numbers do the talking
No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still [...]
Tax law twists and turns: Five developments impacting charitable giving
2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why [...]
Unrestricted giving, the trust factor, and why it matters to your clients
The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of [...]
Big gifts, bullish portfolios, and kids who move away
If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of [...]
Life insurance: A key charitable planning tool for certain clients
As an advisor, you likely talk with your clients about life insurance–how much is enough and which policies are best suited for a client’s particular situation. [...]
Tips for clients’ year-end giving
Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in [...]
How “catch-up” contributions can boost clients’ giving
At the Winona Community Foundation, we regularly work with legal, financial, and tax advisors like you to help clients reach their charitable goals. As [...]
Advising clients about AI’s impact on charitable giving
News about the capabilities of artificial intelligence has skyrocketed over the last few months. As attorneys, accountants, and financial advisors, no doubt you are [...]
Here’s what we’re reading
As you talk with your clients about charitable giving, are you leading with tax benefits? Deferring philanthropy topics until November and December? Not looking [...]
Retirement plans to charity: Understanding the “trifecta” of tax benefits
Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. [...]