Since the passage of the Tax Cuts and Jobs Act of 2017, donors and their advisors have looked for ways to use the increased standard deduction while still receiving tax benefits for their giving. One of the most popular techniques for doing this is known as "bunching."
Part one of this month’s Advisor Insights post outlines the different types of charitable giving funds available at MCF. Part two discusses four key questions you should ask your clients when helping them select the fund option that best serves their giving goals.
Phil Cubeta, national philanthropic planning expert, shares why he thinks the way advisors communicate with clients about planned giving needs to change and what makes the Madison advisor community special.
MCF has been helping people create plans for meaningful charitable giving and sustainable support since 1942. Drawing on our deep knowledge of the community and the opportunities for giving, as well as our expertise in charitable giving techniques, we have launched a new blog for advisors to highlight articles and resources you may find useful as you discuss charitable giving with your clients.
© 2026 Madison Community Foundation. Legal Links: Privacy Policy, Terms of Use, Cookie Preferences
Madison Community Foundation is a tax-exempt, 501(c)(3) community trust. EIN: 39-6038248.
Website developed by Insight Designs
