- April 2024 PA Newsletter: Legacy Funds and other handy tools for charitable clients who are planning ahead
- March 2024 PA Newsletter: Fund types tailored to your client’s charitable goals
- February 2024 PA Newsletter: FAQs: A snapshot of clients’ tax-time charitable giving questions
- January 2024 PA Newsletter: Big gifts, bullish portfolios and kids who move away
- December 2023 PA Newsletter: By the numbers: What’s around the corner in 2024 - As 2023 makes way for 2024, you’re no doubt inundated with information about the various IRS thresholds that are subject to adjustment. But have you thought about how each of these thresholds might be connected with your clients’ charitable giving?
- November 2023 PA Newsletter: Tips for clients’ year-end giving. Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in December!
- October 2023 PA Newsletter: Charitable Planning and Women: 3 Mini Case Studies Women’s spending power has been in the news over the last several weeks as Taylor Swift’s and Beyonce’s tours continue to break records and the Barbie movie still looms large.
- August 2023 PA Newsletter (pdf): August is National Make-A-Will Month. This means your clients may be reading articlesand hearing about estate planning more this month than usual, which makes the nextfew weeks an especially good time to prompt your clients to review their estate plans –or get their wills and trusts in order if they haven’t done so yet.
- July 2023 PA Newsletter (pdf): How "catch-up" contributions can boost clients' giving - At the Idaho Community Foundation, we regularly work with legal, financial and tax advisors like you to help clients reach their charitable goals.
- June 2023 PA Newsletter (pdf): Bridging the gaps in multi-generational family philanthropy - Differing views within families or between generations is nothing new. One of the areas on which philanthropic families can disagree is which nonprofits or what community issues to support through charitable giving.
- May 2023 PA Newsletter (pdf): Understanding the trifecta of tax benefits - Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity.
- April 2023 PA Newsletter (pdf): Tech and banking turmoil; Staff news - And, the wild ride continues! It’s been three years since the Covid-19 pandemic swept the globe and wreaked wide-ranging havoc on so many areas of the economy.
- March 2023 PA Newsletter (pdf): Hidden no more: Designated funds and field-of-interest funds - Most attorneys, accountants, and financial advisors are aware of Donor Advised Funds and the reasons behind their popularity.
- February 2023 PA Newsletter (pdf): Spring cleaning: Helping clients organize their charitable giving - If you’re already dreading asking your clients to pull together their receipts and other documents for 2022 tax filings, this may be a good time to take proactive steps to avoid being in this same spot next year.
- January 2023 PA Newsletter (pdf): No need to wait: Talking with your clients about charitable giving before year-end - January is a good time to start helping your clients plan for their annual giving. With the year-end flurry of donations still fresh in many clients’ minds, you may discover that clients will welcome your suggestion to make 2023 the year to get organized early, particularly as economic headwinds make planning especially important.
- December 2022 PA Newsletter (pdf): 5 of 2022's most-asked questions about Qualified Charitable Distributions - Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs are growing as the source of more and more confusion.
- November 2022 PA Newsletter (pdf): Year-end giving in a bear market; family philanthropy - Giving appreciated stock to charitable organizations is certainly a highly effective tax strategy. However, during years when appreciated stock is in short supply, implementing this strategy may be easier said than done.
- October 2022 PA Newsletter (pdf): Charitable giving in a challenging economy - Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health.
- September 2022 PA Newsletter (pdf): Inherited IRAs: Big headache or big opportunity - Don't be surprised if your clients are walking into your office in a state of bewilderment over something they've read recently about the IRS's distribution rules for inherited IRAs.
- August 2022 PA Newsletter (pdf): Back to basics: Reminding clients about wills, trusts and charitable bequests - August is national Make a Will Month, which may prompt your clients to ask you about whether their affairs are in good order.
- June 2022 PA Newsletter (pdf): QCD’s: Good News and Important Reminders - Qualified Charitable Distributions, or “QCDs,” have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending in the Senate.
- May 2022 PA Newsletter (pdf): Charitable giving during high inflation - For clients who rely on fixed-income assets, such as bonds and wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable giving.