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A year ago, we received an email from a teacher at Lincoln Public Schools. She was referred to Lincoln Littles by a colleague trying to help her stay employed. You see, she was a single mother with three children in childcare. She loved her job and wanted to stay but was considering resigning to qualify for state subsidy. She simply couldn’t afford the cost of childcare.
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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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