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Lincoln Community Foundation offers charitable giving vehicles to meet a wide range of clients’ needs. In many cases, a single client can benefit from setting up multiple funds of different types.
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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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If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it!
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