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Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in December!
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As an advisor, you often talk with your clients about life insurance–how much is enough and which policies are best suited for a client’s particular situation.
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Whether you are an estate planning attorney, financial advisor, or accountant, you’ve probably seen an uptick in client questions about tax deductions–and tax rules in general–over the last few years. Tax law changes at the end of 2017 have caused a lot of ongoing taxpayer confusion.
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Although a donor advised fund, which is becoming a more and more popular charitable planning tool, can be established through a national financial institution, the Lincoln Community Foundation offers its donor advised fund holders much broader services, more personal attention, and deeper connections to the nonprofits whose work is essential to effecting positive community change.
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At the Lincoln Community Foundation, we are always up-to-date on the trends in philanthropy that affect women as they build charitable components of their estate and financial plans.
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