Articles on Working with Clients

 

Ideas for you...and your clients
The Mechanics of Terminating a Private Foundation

Many families start private foundations with great enthusiasm, eager to research their favorite charities and involve their families. But more and more families are converting private foundations to public charities or donor-advised funds.


Stages of Giving: Advising Young Donors on their Philanthropy

Young donors can be passionate philanthropists, but they often need guidance. Advisors can better serve this segment by offering age-appropriate advice.


Broaching the Philanthropy Barrier

Many financial advisors fail to broach the topic of charitable giving with their clients-even though they are uniquely positioned to play a pivotal role in developing clients' giving strategies.


Giving to Dispersed Communities

In recent years, extended families have become increasingly spread out, with children frequently raising their own families in cities far away from where they grew up. How can a family maintain a tradition of local giving despite this mobility?


Making a Difference with Real Estate

Giving real estate can provide significant tax and income advantages for givers and allows some donors the chance make significant charitable gifts that are not possible otherwise.


The Art of Giving Art

Since collecting art is a passion for many people, they must someday decide how to transfer their art treasures. There’s an art to giving art to charity and receiving an income tax or estate deduction for your gift.


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