Four crucial questions to ask your clients March 26, 2025 Your clients have a variety of options when it comes to developing a family giving plan. Family giving plans can be powerful tools to help families give collectively through multiple...
MCF often has conversations with advisors whose clients are looking for a succession plan for their private foundation. In certain situations, transferring the private foundation's assets to a donor advised fund can provide several benefits.
Private foundations and donor advised funds can both help your clients achieve their charitable giving goals and support the causes and organizations that are most meaningful to them. However, in advising clients on which option may be the best fit for their giving, understanding the nuances of each is critical.
Our Tips for Navigating Legacy Planning Conversations December 4, 2024 Starting the conversation about legacy giving early with clients gives them plenty of time to consider their options. Year-end meetings are a great time to check in with your clients...
To assist you with your year-end planning discussions, we wanted to share some common year-end planning situations we see, and the solutions advisors have used to address them.
If your clients would like to increase the impact of their charitable giving without compromising their broader financial goals, life insurance may provide a solution.
Non-cash gifts can provide clients with unique and tax-efficient opportunities to support causes they care about. However, they can also present unique challenges.
Charitable gift annuities can allow your clients to make gifts to a nonprofit while retaining a lifetime stream of income.
Qualified charitable distributions can be valuable giving tools for clients who will likely not need the full balance of their retirement funds to cover their expenses or for those taking the standard deduction on their tax returns.
New proposed regulations of donor advised funds fail to take into consideration important differences between commercial gift fund providers and community foundations. MCF President and CEO Bob Sorge shares a community foundation perspective on these proposed new rules.
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