News - advisors

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  Generational Shifts: Fulfilling clients' charitable wishes

  Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.
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  Philanthropy: It’s a marathon, not a sprint

  Charitable giving is a vital strategy for your clients, even in times of economic uncertainty.
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  Weighing the options: Private foundation or donor advised fund?

  When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure.
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  Sifting through it: What’s on the legislative menu that could impact charitable giving?

  We all know that the new year and a new administration brings lots of potential change. So, what is going on that you need to know about to serve your charitable clients?  
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  For clients who love local causes, Lincoln Community Foundation is the place

  Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values and community priorities.  
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