Tag: Nonprofit

19
May

What type of donor are you—scattered, results-focused, just getting started, or deep into it already?

Even if you are new to charitable giving, you’ve likely discovered that there’s no single “right” way to approach making a difference. That’s not only normal—it’s a strength! Recent research reinforces what many donors already know intuitively: generosity looks different for everyone. Indeed, more than 80% of Americans report giving in some form, whether through financial contributions, volunteering, or civic

Read more

19
May

Calling it Splits: Charitable Assets in the Divorce Landscape

Throughout your career, you will likely help dozens of clients navigate the intersection of philanthropy and estate planning. While the focus is often on the creation of donor-advised funds or charitable remainder trusts, an increasingly relevant question for many advisors is: What happens to these assets in the event of a divorce? Given the rising importance of specialized roles in

Read more

19
May

Technical Update: New Flexibility for Charitable Lead Annuity Trusts

Charitable lead trusts (CLTs) are highly effective tools for specific client situations, particularly when balancing significant charitable intent with tax-efficient wealth transfer. The community foundation frequently partners with advisors to establish donor-advised funds (DAFs) as the income beneficiary of a client’s Charitable Lead Annuity Trust (CLAT). Recent developments have brought renewed attention to the flexibility of these vehicles: IRS Private

Read more

19
May

Navigating the OBBA: Strategic Charitable Conversations

While the tax law changes under the One Big Beautiful Bill Act are familiar territory for you, the recent tax season has likely brought these shifts to the forefront for many of your clients. While you have been evaluating these impacts for months, many clients are seeing the real-world results on their returns for the first time, making this an

Read more

19
May

Step by step, it starts with “love of humanity”

The word “philanthropy” comes from Greek roots, meaning, a love of humanity. It’s a big word—but at its heart, it reflects something very personal: the desire to help others, strengthen community, and make a difference in ways that matter to you. For some people, philanthropy means supporting a favorite nonprofit year after year. For others, it means volunteering time, responding

Read more

19
May

Rethinking legacy: Balancing gifts to heirs with the community’s future

Next time you meet with your estate planning attorney, it may be a good idea to check in on your long-term plans and ask yourself questions you might not yet have considered. Some planners, for example, report that more and more clients are reconsidering an automatic estate distribution to heirs. Instead, their clients are evaluating what type of legacies make

Read more

9
Apr

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,

Read more

11
Mar

Good News About Donor-Advised Funds

Three fundamental concepts are important to gaining a better understanding of how donor-advised funds work at the community foundation. Many options are available at GPCF. It’s important to note that a donor-advised fund is just one of many types of funds that an individual, family, or business can establish with GPCF. You’re likely more aware of donor-advised funds than other

Read more

12
Feb

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

Read more

17
Feb

Week 2 of Gifting Grinnell is highlighting the following Nonprofit Programs. …

[ad_1]     Week 2 of Gifting Grinnell is highlighting the following Nonprofit Programs. Please go and check out some great items at https://ahrensfamilyfoundation.org/gifting-grinnell-auction/ to Bid or Buy It Now. Proceeds will go to the programs spotlighted as well as 10% to the Nonprofit Emergency Relief Fund (NERF). Week 2 auction closes tomorrow at midnight! New items will be added

Read more