Qualified Charitable Distributions (QCDs) can be an important planning tool for your clients who wish to support charitable organizations while managing taxable income from their IRA. For professional advisors, partnering with GiveWell Community Foundation adds...
Board service, cognitive decline, estate planning scenarios, and fund options for QCDs
Celebrating giving styles, corporate philanthropy tips, charitable lead trust planning, and dividing charitable assets
Charitable giving checklist, donor-advised fund as a central hub, dual charitable strategies, and transferring a private foundation
Postmark changes, client anxiety, retirement case study, tax time scenarios, and insights about women & philanthropy
Ways to give, advisor coordination, and sudden life changes
Charitable giving considerations, concentrated stock positions, and client meeting topics
Tax rule changes, client retention, and community foundation donor-advised funds
Giving in times of need, planning questions, and philanthropic inspiration
Celebrate charitable giving, inherited IRAs, client solutions, and philanthropic advising
Tongue twisters, privacy issues, documentation, and corporate giving
Philanthropic decisions, bunching benefits, giving anonymously, and the importance of QCDs
Client case study, charitable mindset, and focus on the future
Pending tax legislation, wealth transfer, moving donor-advised funds, and loving local causes
Philanthropy is a marathon, moving to a donor-advised fund, reflecting on tax season, and charitable remainder trusts
Giving in a down market, weighing the options, trust matters, and charitable planning solutions
Tax time blues, things to know, and generational shifts
Evergreen charitable planning techniques, the rise of 401(k)s, getting organized, and tax time scenarios
Charitable planning trends, client planning tips, supporting local needs, and charitable giving conversations
Your next tax planning move, FAQs for QCDs, and a cheat sheet
Three skimmable insights, year-end punch list, and “yes, we do that!”
Event tickets, and a menu of charitable funds
Breaking through client procrastination, spotting endowment opportunities, and tips to stay current
Make-A-Will Month, anonymous giving, and sometimes less can be more
Emotional ties to stock, the latest charitable giving numbers, and pending tax updates
Proposed regulations, assets that make great charitable gifts, and election year updates
Numbers talk, the benefits of flexible funds, and philanthropy in the spotlight
Tax return reviews, types of funds, and the latest donor-advised fund news
Gearing up for tax time, gifts of artwork, and a love for local
Tax trends to watch, unrestricted giving, and spotting client opportunities
Numbers to know, giving in the golden years, and keeping your clients engaged
Year-end charitable giving punch list, why life insurance shouldn’t be overlooked, and what’s trending in philanthropy
At GiveWell Community Foundation, we are honored to work with dedicated estate planning professionals who are committed to helping clients protect their assets and ensure their philanthropic goals are met.
What’s deductible, donor-advised fund options, and serving women clients
Smart disaster giving, appreciated stock, and supporting charities through the sale of a business
Structuring the multi-generational philanthropy plan, tapping charitable giving to motivate clients, and two eye-catching news stories
AI and charitable planning, “catch up” contributions to boost IRA philanthropy, and the latest news
Giving cash versus stock, dealing with family disagreements, and what’s in the news
The power of the IRA beneficiary designation, the IRS’s bigger budget, and not-to-miss news and trends
Banking fallout and charitable giving, proposed legislation, and what’s on the IRS’s radar
Addressing disaster giving and eligible QCD recipients
Philanthropy on clients’ minds, pre-spring cleaning, and three tax tips.
Discussing some of our most talked-about end of year topics including donor-advised funds (DAFs) and Qualified Charitable Distributions (QCDs).
Charitable giving in a bear market, helping your clients support hurricane relief, and need-to-know insights about the nonprofit sector.
Important topics when meeting with clients, inherited IRAs, and more.
Important reminders about bequests, legislative updates, and a look ahead to 2026.
QCD enhancements, bunching with long-term appreciated assets, and the community foundation edge.