News - advisors

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  Client conversations: Why your 2023 agenda must include charitable giving

  No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients than it did just a few years ago.
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  It’s not too early for spring cleaning: Make 2023 the year to help clients get organized

  When it comes to charitable giving, your clients may find that organizing their giving through one or more funds at LCF will make their lives easier.
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  In case you missed it: Three tax tips worth smiling about

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  It just keeps getting better: Why charitable gift annuities are having a moment

  Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit for your clients who like the idea of an up-front tax deduction, a steady lifetime income stream, and a remainder gift to charity.
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  Valuable conversations: Why it's smart to talk with your clients about charitable giving

  January is a good time to start helping your clients plan for their annual giving.
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