News - advisors

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  Keep your eye on clients’ appreciated stock–always

  Nearly 12 months later, as of July 2023, markets were up 7.28% year to date and inflation was roughly half at 4.7% year–over-year. Even though the stock market still shows signs of volatility, hopefully, charitable giving will rebound.
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  For clients who may sell a business, the time to think charitably is right now

  Business owners who’ve enjoyed summertime’s more relaxed energy can deservedly daydream about the “extended vacation” that comes with selling the business!
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  Helping your clients get organized: Structure is a critical step in multi-generational philanthropy

  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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  Legacy giving: A conversation that’s full of opportunity

  Charitable giving is an important part of any estate planning conversation.
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  How “catch-up” contributions can boost clients’ giving

  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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