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Blog: Philanthropic Resources
A voice for positive community change.
June 14, 2023
Philanthropic Resources
Fun in the sun and giving back
Traditionally, we focus on giving back at the end of the year, but why not incorporate it into your summer plans? If you are taking a vacation, you might have more time to reflect or ...
June 13, 2023
Philanthropic Resources
Gift Planning 101: Donor motivations
In your practice, you’ve certainly come across the concept of “planned giving,” but are you sure you know what it is and why your clients want to do it? You’ve probably been asked to make ...
philanthropic resources
May 16, 2023
Philanthropic Resources
Which one do you need?: Distinguishing donor-advised funds from private foundations
When thinking about donor-advised funds and private foundations you need to understand two things first: Because of these two factors, donor-advised funds and private foundations operate in different ways. But those technical facts aren’t enough to ...
April 18, 2023
Philanthropic Resources
Step-by-step: Helping clients organize their giving with a donor-advised fund
by Josh Dukelow, gift planning officer Your clients will arrive in 15 minutes. As you are reviewing the file everything is in order. The estate planning documents are up to date, you’re ready to share ...
philanthropic resources
April 18, 2023
Philanthropic Resources
Listen carefully: What does a CRT sound like?
by Josh Dukelow, gift planning officer Imagine a typical meeting. The client sits down and begins the meeting something like this: “I’ve got a prime tract of land I bought for $200,000 just 10 years ...
philanthropic resources
March 14, 2023
Philanthropic Resources
Avoid valuation ‘slip-ups’ when donating complex assets
Giving highly-appreciated assets to a fund at the Community Foundation or other public charity is a great way for your clients to support the charities they love. But make sure you and your clients are ...
March 14, 2023
Philanthropic Resources
Be the expert: Charitable giving options
It is not unusual for conversations about major charitable donations to start six months or more before a complex gift is inked. And, of course, the fourth quarter is when many clients want to wrap ...
February 14, 2023
Philanthropic Resources
Local giving, big impact: The case for keeping your donations close to home
As economic times get tough, more and more people are asking how they can make the biggest difference right in their own backyard. As your clients explore charitable giving opportunities and sift through requests for ...
philanthropic resources
February 14, 2023
Philanthropic Resources
Ahead of the curve: Protecting charitable impact from inflation
By Josh Dukelow, gift planning officer Maybe you’ve heard… according to GivingUSA’s 2022 Annual Report, Americans donated a total of $484.85 billion to charities. That’s a 4 percent increase in nominal terms, but thanks to ...
philanthropic resources
January 17, 2023
Philanthropic Resources
Ahead of the game: Benefits of a year-round giving plan
It’s easy to see why nearly a third of all charitable gifts are made in December each year: Tax deadlines are looming, many charities reach out to donors with an appeal during the giving season, ...
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