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,
If you’re like many donors, the weeks leading up to tax deadlines tend to bring charitable giving into sharper focus. You may have finalized contributions, gathered documentation, or had conversations with your CPA about how your giving fits into your overall financial plan. After the deadline has passed, it’s tempting to move on and not revisit these decisions until later
Many people want to be thoughtful in their charitable giving, but that doesn’t always make the process easy. In fact, one of the most common challenges donors face is simply feeling confident in their decisions. With so many worthy organizations, urgent needs, and compelling opportunities, it can be difficult to know where to start—or how to know if you’re making
March is Women’s History Month, and it’s a great time to share information about the increasing role of women in philanthropy. Sometimes this shift happens gradually—a daughter becomes more involved in conversations about family giving, or a spouse who once deferred decisions begins shaping philanthropic priorities more directly. In other cases, the transition is sudden and deeply personal, such as
The end of 2025 brought a whirlwind of charitable planning activity since many taxpayers wanted to maximize the tax benefits of their charitable donations before the 0.5% “floor” and 35% “cap” on charitable deductions kicked in on January 1, 2026. Donor-advised funds remain a highly relevant and strategic tool for your clients. Fundamentally, regardless of tax benefits, your clients’ charitable
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
Many people approach a new year with a genuine desire to be more intentional about their charitable giving. They know they want to make a difference, align their generosity with their values, and perhaps even involve their families—but they are often unsure where to begin. The combination of busy lives, changing tax laws, and an ever-growing number of worthy causes
[ad_1] The Greater Poweshiek Community Foundation assists donors in efficiently and effectively supporting non-profit organizations that make life better for people in Poweshiek County. Check out how we are growing community through giving at www.greaterpcf.org. Greater Poweshiek Community Foundation – We Grow Community Through Giving When you give to a cause through Greater Poweshiek Community Foundation, your gift joins that
[ad_1] On #GivingTuesday and throughout the year, Greater Poweshiek Community Foundation helps donors turn gifts into resources to support people in need. Join us as we Grow Community Through Giving! [ad_2] View GPCF video
[ad_1] Together we can make a positive change through supporting local and county wide causes. Please join us December 1 for #GivingTuesday and consider one of the many funds listed. https://greaterpcf.org/donate/?doing_wp_cron=1606778774.4454019069671630859375 [ad_2] Source