About MCF Advisor Connect
MCF Advisor Connect is MCF's e-newsletter just for estate attorneys, financial planners, accountants, and others who work with clients on financial and charitable issues. It contains information on legislative updates, tools and resources to help you serve your clients, and case studies related to philanthropy. Sign up below.
Read past articles from MCF Advisor Connect
Less Tax, More Change. Learn about the benefits of the IRA charitable rollover. It’s a great deal for your clients over 70 ½. And the program ends Dec. 31, 2011.
Are your clients thinking about U.S. Savings Bonds? Savings bonds are very efficient sources of charitable gifts as part of someone’s estate. Learn the ins and outs.
Is it time for your clients to consider an alternative to their private foundations? More and more people are opening donor-advised funds—they’re an easier, less expensive, and flexible way to make a difference
Selling a Business, Making a Difference When it's time to sell a business, MCF may be able to help your clients save thousands of dollars in taxes and also fulfill their charitable goals.
Eight Conversation Starters for Talking About Philanthropy with Your Clients There are times when your clients might be open, and willing, to talk about their charitable giving. Here’s what to listen for.
Gifts of Income Property: An End to Headaches There are several situations that make gifts of property a great solution—for example, when appreciated property is donated to charity, including to a charitable remainder trust, it avoids all capital gains tax.
Closely Held Stock: A Powerful Asset For example, by making a gift of closely held stock that coincides with liquidations and takeovers, business owners can save enormous sums while supporting the charitable organizations they care about.
