News for Professional Advisors

Case study: Charitable gift of LLC interests

Careful conversations and clarifying language preserve intended charitable deduction in gift of complex assets.

IMFs and Community Foundations: A smart partnership

Program combines investment expertise your clients rely on with philanthropic insight from Foundation.

Giving ideas focused on the great outdoors

It’s already the middle of summer – a season that seems to go by too quickly every year. For your clients who are wondering how to support recreation and quality of life in Sioux Falls, we have a few opportunities.

Good to know: Planning with a charitable lead trust

It doesn't come up often, but when they do, charitable lead trusts can be powerful. A recent IRS ruling brings new attention to this philanthropic vehicle.

What happens to charitable assets in a divorce?

Philanthropy is deeply personal - but in a divorce, charitable assets can raise complex legal and financial questions. It's important to consider how proactive planning can avoid surprises.

Good news on retirement plans and charitable giving

The momentum around Qualified Charitable Distributions (QCDs) keeps rolling. Proposed legislation could make QCDs available through additional retirement accounts, creating even more opportunities for clients to support the causes they care about.