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We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients first and foremost as an act of generosity, but also as a powerful tool in tax planning.
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For many attorneys, financial advisors and CPAs, estate planning is part of your client conversations every single month, week and day of the year.
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One question that’s been preoccupying my mind lately is this – “What does a community look like when everyone is prospering?”
For me, that question goes beyond my role as Director of Community Engagement and Partnerships – it's personal.
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Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial advisors as you counsel your charitable clients.
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I have been privileged to be invited into the lives of donors and their families as they consider how best to leave their mark on Lincoln. It has been a great honor to work alongside many dedicated legal and financial advisors as they assist their clients in crafting their charitable legacies.
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