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Top 5 Reasons to Partner with a Community Foundation
Top 5 Reasons to Partner with a Community Foundation

Here are five unique benefits of working with a community foundation to reach your charitable giving goals.

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Is a Life Income Gift Right for Your Client?
Is a Life Income Gift Right for Your Client?

Six questions to ask when helping your client choose a charitable gift annuity or charitable remainder trust.

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Benefits of Donating a Business or Donating Private Stock
Benefits of Donating a Business or Donating Private Stock

Considering a business transition? Here’s why you should consider making charitable giving part of any business exit plan.

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Non-cash Assets: Why You Should Talk to Your Clients about Giving Options
Non-cash Assets: Why You Should Talk to Your Clients about Giving Options

Donating a non-cash asset is often more financially beneficial to both your client and the nonprofit they support. The tax benefits can be higher and the non-cash assets are often more valuable.

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How to Make Executive Compensation Part of Your Clients’ Charitable Giving
How to Make Executive Compensation Part of Your Clients’ Charitable Giving

Learn how stock options, executive pay and other compensation could be part of your clients’ giving plan with our quick reference guide to donating executive compensation.

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Guide Your Clients’ Strategic Giving in High-income Years
Guide Your Clients’ Strategic Giving in High-income Years

Learn how bunching can be beneficial to achieving your clients’ giving and tax goals.

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Minimize RMD Taxation with a Qualified Charitable Distribution
Minimize RMD Taxation with a Qualified Charitable Distribution

Now is the time to talk to your clients about options related to required minimum distribution taxation with a qualified charitable distribution.

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The Smarter Way to Rebalance a Portfolio
The Smarter Way to Rebalance a Portfolio

Learn how reduce tax drag by incorporating a donor advised fund into your clients’ portfolios.

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Faithful Investing: How Advisors Can Better Work with Muslim Donors
Faithful Investing: How Advisors Can Better Work with Muslim Donors

Learn how investment advisor and senior financial planner Fatima Iqbal uses Islamic guidelines to assist Muslim clients, and how the Foundation partners with the Muslim American Society of Minnesota.

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SECURE Act 2.0: New Provisions for Qualified Charitable Distributions
SECURE Act 2.0: New Provisions for Qualified Charitable Distributions

You can help your clients make the most out of their gifts with the recent changes to the rules on charitable giving.

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Great Places to Have Your Next Client Meeting
Great Places to Have Your Next Client Meeting

Here’s a list of BIPOC and LGBTQIA+ owned coffee shops and eateries to visit.

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What are Non-Cash Assets?
What are Non-Cash Assets?

Donating non cash assets like real estate or cryptocurrency can allow you to make a significant impact on your favorite causes.

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