Are you bringing your "A game" to charitable planning? New research reveals some surprising gaps between what advisors think motivates their clients to give and what clients actually say. Plus, recent IRS action offers a reminder to steer clear of aggressive charitable giving arrangements. The community foundation is happy to share three practical suggestions for what to start, stop, and continue doing to make philanthropy an even more valuable part of your practice.
You're busy, and so are your clients! Fortunately, you don't need to add another meeting to the calendar to uncover charitable planning opportunities. One simple question you're probably already asking can open the door to meaningful conversations about philanthropy, whether a client has retired, welcomed a grandchild, experienced a jump in income, or become more involved in the community.
Women are playing an increasingly important role in financial decision-making, and new research offers valuable insights into what female clients want from their advisors. Charitable giving can be an especially effective way to deepen these relationships, explore clients' priorities, and engage multiple generations of a family. The community foundation is happy to help you make philanthropy part of the conversation.
Negativity can easily drag down your days, but simple mindset changes can transform your overall well-being. Read on to learn how positive thoughts reduce stress, combat depression, and boost your body’s natural resilience.
Make a difference today in a way that aligns with your financial and charitable goals.
Use these dates to help you plan your year-end giving.
Five local nonprofit leaders complete FACF’s Nonprofit Leadership Program, gaining valuable tools, connections and strategies to strengthen their organizations and better serve the community.
There’s probably a lot about Halloween that you don’t know. Here are some spooky cool things you can learn about Halloween this year.
Regular writing and keeping a journal actually has a lot of surprising mental and emotional health benefits. Today, we’re going to check them out.
Art galleries are a beneficial component of any neighborhood. Check out some of the ways art galleries are important and why you should visit them this fall.
