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An important first step in creating any multi-generational philanthropy plan is to advise clients to consider organizing their charitable giving, such as through a family donor advised fund at the Lincoln Community Foundation.
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Charitable giving is an important part of any estate planning conversation.
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At the Lincoln Community Foundation, we believe in the power of storytelling. So much so, that we incorporated storytelling into our internal culture through our new mission, vision, and values.
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As a professional who regularly works with charitable clients, you are no doubt well aware of the tremendous benefits to both clients and charities when a client names a charity, such as a fund at the Lincoln Community Foundation, as the beneficiary of an IRA or other qualified retirement plan.
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Turbulent economic conditions, concerns about inflation, and challenges in the banking sector are just a few of the factors that are causing donors to be more financially conservative and perhaps begin to evaluate whether to keep their charitable giving at the levels of years past.
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