Tag: Advisors
Serving charitable clients: Dual strategies emerge
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable deductions are creating unique opportunities for your clients whose assets exceed $30 million. On the other hand,
Client Reminders For 2026
When you are meeting with clients, consider sharing this information to build relationships and support our county. 1. Social Security COLA increases Retirees are a unique group when it comes to tools and techniques related to charitable giving. Given that a high percentage of older cohorts give to charity each year, discussing your clients’ Social Security benefits is a logical
Contact Info
The National Standards Seal indicates official confirmation from the Council on Foundations that we have met the most rigorous standards in philanthropy. It affirms our commitment to financial security, transparency & accountability. GPCF received this seal of approval in January 2010.