Historias de asesores
Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new tax law and the SECURE Act. Participants learned to help clients and grow their practice using charitable planning with special tips related to the new tax law.
For this Lunch & Learn, we welcomed both professional advisors and donors!
Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he “pops the question.”
In this session, we featured advisors who spoke about philanthropy and the role that professional advisors play in their clients’ philanthropic endeavours. We: Discovered why advisors believe it’s important to bring up the topic of charitable giving Learned which stage you should bring up charitable...
“I believe in the importance of holistic planning and the impact it has on my clients,” said Kevin. “The Community Foundation will meet people where they are.”
In her role as a Certified Public Accountant, Madelyn Hornstein is often asked for charitable giving advice by her clients interested in establishing a private foundation. She always recommends the Community Foundation as an option to consider.
“A donor-advised fund at the Community Foundation eliminates those issues and simplifies a family’s tax plan.”
Charitable clients love to learn that there are many options for giving to charity that can be tailored to fit their unique needs.
Mark and Reghan wanted to maximize the benefit of their contribution to local organizations and direct the money to where it’ll have the most impact.