Charitable Lead Annuity Trusts offer a unique opportunity for your clients to support their favorite charities while also passing assets to their family. It's a rare instance of eating your cake and still having it too.
Before your clients ring in the new year, make sure they have maximized their charitable giving for 2020. Gifts made to a charitable fund by Dec. 31 will earn them a tax deduction for the current year while supporting the causes they love for many years to come.
As 2020 marches on with little relief in sight from the crises affecting our region, more and more attorneys, accountants and financial advisors are fielding questions from well-intentioned clients who are exploring starting their own nonprofits to help people in need.
The community needs arising from the events of 2020, coupled with recent tax law changes, make it even more important to help your clients give strategically. Learn why "bunching" has become such a popular giving tool and how your clients can reap the benefits.
With GivingTuesday right around the corner, many of your clients are likely to make an "in the moment" decision to give to a charity. By sharing these three red flags, you can help your clients avoid scams and find reputable organizations to support this holiday season.
Many executives believe for-profit companies have a responsibility to help resolve social issues. Knowing that, how should you approach advising your corporate clients about their social impact programs and their increasingly important role in philanthropy?
