By concentrating, or “bunching,” donations into one year, your client may be better positioned to itemize deductions in that year while claiming the standard deduction in subsequent years, potentially producing greater cumulative tax savings over time.
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A Donor Advised Fund (DAF) at the Sioux Falls Area Community Foundation can provide the same core features clients expect from a national provider, while also connecting them to local knowledge, personal service and a deeper understanding of charitable opportunities in the Sioux Falls area.
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When business owners are looking at succession plans, it's the perfect time to include the Community Foundation. Charitable planning options are available that time perfectly with as business succession event.
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More than 300 people in the nonprofit industry came together on Wednesday to learn how to better serve the community. “We care in this community, and we show up,” said Andy Patterson, CEO of the Sioux Falls Area Community Foundation, which hosted the event.
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Careful conversations and clarifying language preserve intended charitable deduction in gift of complex assets.
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Program combines investment expertise your clients rely on with philanthropic insight from Foundation.
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