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Bunching, long-term appreciated assets, and the fruits of helping younger clients plan their charitable giving

Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of the population in the United States, may prove to be more enthusiastic planners than their parents and grandparents, according to the 2022 Estate Planning Study: Millennial Estate Planning Continues in a Pandemic.
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The community foundation edge: Personal knowledge, QCD eligibility, and public support

Advisors frequently comment that they’re surprised to discover the many ways a community foundation can help their clients, especially compared with national donor advised fund programs affiliated with brokerage houses or financial services firms. Here are three examples of the types of comments community foundations have heard over the years from attorneys, accountants, and financial advisors:
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Planning for retirement and giving to charity: Intertwined solutions in economically puzzling times

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Finding the good, giving as a wealth strategy, and an open invitation

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Playbook: Helping clients organize their giving through a donor advised fund

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