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The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax returns and 2024 planning.
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Your charitably-minded clients certainly have no shortage of options for their philanthropic dollars.
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Certain charitable clients may wish to structure a gift to charity so that the client retains a lifetime income stream. Keep in mind that a charitable gift annuity (“CGA”) could be an attractive option for these clients.
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Lincoln Community Foundation (LCF) recently announced the sixth annual giving campaign for Lincoln Littles. Inspired by the Prosper Lincoln community agenda, the month-long campaign will raise funds and awareness for Lincoln Littles’ work in early childhood. Since the first giving day in 2019, the community has contributed more than $4 million in support of Lincoln Littles, providing affordable and quality early childcare to more than 1,000 children.
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