Key Charitable Planning Insights for Fall

The Community Foundation team is dedicated to staying informed about current events and legal developments that may influence charitable planning strategies. Here are three key insights to consider as you engage with your charitable clients this fall.

Implications of the Upcoming Election

As a financial, legal, or tax advisor, you likely recognize the potential impact of the November elections on tax laws. However, it’s essential to also consider how an election cycle can impact fundraising efforts for nonprofits. Keep this in mind during your discussions with clients who serve on nonprofit boards. By demonstrating your awareness of these challenges, you can offer valuable support.

Our Community Foundation team is here to assist you in structuring and accepting complex gifts, ensuring that your clients are equipped to navigate the fundraising landscape effectively this year.

Understanding Current Giving Trends

You may have noticed an uptick in inquiries about modern giving techniques such as crowdfunding, using appreciated stock for charitable donations, and establishing donor-advised funds. These trends reflect a growing interest in philanthropy, and staying informed can help you better serve your clients. We encourage you to reach out to the Community Foundation whenever a client expresses interest in launching or updating their charitable giving plans.

Our team is honored to be your first point of contact, providing tools and services designed to help your clients achieve their philanthropic goals. Regardless of the extent of our involvement, we’re committed to finding effective solutions together.

Mark Your Calendars: National Estate Planning Awareness Week and More

Looking for ways to motivate clients to pursue financial and estate planning? Mark your calendars for National Estate Planning Awareness Week, taking place from October 21 to 27, 2024. This week aims to raise public awareness about the essentials of estate planning and its importance. The original House of Representatives resolution includes key points that may inspire your outreach messaging. In addition to National Estate Planning Awareness Week, make sure you note National Philanthropy Day on November 14 and GivingTuesday on December 3. These well-publicized events make it even easier to bring up charitable planning during client conversations. 

For all things related to charitable planning, please don’t hesitate to connect with the Community Foundation. We’re eager to share best practices and strategies for encouraging your clients to thoughtfully consider their estate plans, including the legacies they wish to leave to their beloved causes and the community they cherish.