Advisor Connection eNewsletter
In the August 2023 Advisor Connection we provide some tips on bridging the gaps in multi-generational family philanthropy and now the Community Foundation can help. Also included is a feature on Michael J. Fischer, CLU, ChFC, CASL, President & CEO of Client 1st Financial, and how he makes impactful grants to organizations from the Client 1st Foundation Fund at LVCF.
Now that advisors have emerged from a busy tax season, your attention may be turning to estate and financial planning for your clients, which could include how to capture charitable bequests through IRA beneficiary designations. And, as always, you want to keep up with the latest news and planning trends that will help you serve your philanthropic clients. We’re covering those topics in this May/June 2023 edition of Advisor Connection newsletter.
Many thanks to those of you who have reached out over the last few weeks with questions you’re hearing from your clients. In the March issue we address a couple of the topics that appear to be top of mind. We’ve seen an uptick in inquiries about the types of funds your clients can use to receive Qualified Charitable Distributions; and we are hearing from more and more of you that your business owner clients are interested in exploring ways to wrap charitable gifts into an eventual business exit or liquidity event.
In the spirit of the new year and the resolutions that come with it, we’re sharing tips and ideas in this January issue of Advisor Connection that can help individuals, families, and their advisors develop a thoughtful charitable giving plan to make the best of a tough situation. Indeed, planning is a key theme across all areas of charitable giving, especially as you help your clients budget for their 2023 donations, adopt a year-round giving strategy, take advantage of the new “Legacy IRA” rules for QCDs, or consider the increased benefits of a charitable gift annuity as interest rates rise.
In the December 2022 issue, we take a look at Qualified Charitable Distributions and share answers to the questions we’ve been asked most frequently this year by both advisors and donors. Also included are things to consider when clients make gifts of complex assets. We hope you enjoy the updates and, as always, we look forward to hearing your comments and suggestions about topics and resources that would be useful to you as you serve your philanthropic clients. Thank you for all you do to make our community a better place by assisting your clients with charitable planning.
ASK MICHAEL | Stay up to date with latest news and information impacting philanthropy. Contact me with ideas or questions.