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Couple Utilizes Their Donor Advised Fund to Give to Lincoln
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Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. If you’re wondering why, it likely has a lot to do with the buzz about Qualified Charitable Distributions
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Little doubt remains that your high income-earning clients can expect more oversight and less room for error. This reality also concerns attorneys, accountants, and financial advisors who are responsible for helping their clients adhere to the tax laws with integrity.
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Vice President for Community Development and Outreach, Michelle Paulk, recently sat down with Kelley Peterson from KidGlov to discuss the Lincoln Community Foundation, Give to Lincoln Day and why everyone can be a philanthropist.
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