His clients’ portfolio allocations were out of balance due to significant gains created by out-performing stocks. See how we worked with one advisor to help his clients donate appreciated stock, a strategy that helped them achieve their charitable goals, avoid taxes on capital gains, and make a difference for our community.
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Choosing the right philanthropic vehicle is key to helping your clients find the joy in giving while reaching their philanthropic goals. A Supporting Organization meets the unique needs of donors by offering a high degree of autonomy combined with back office support from the Community Foundation.
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Across Sioux Falls, business owners are generous, philanthropic leaders. But philanthropy is a journey that can change during the different seasons of life. We’re helping local business owners navigate new chapters of philanthropy in retirement.
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When leaders of a local private foundation wanted to add more strategy to their grantmaking, they called us for help. Today, this foundation is impacting positive change across our community.
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Not sure how to discuss charitable giving objectives with your clients amid market declines and inflation? These tips can help start the conversation.
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We’re always keeping our eye on legislation and emerging trends related to charitable giving. We’re hopeful these insights on the Charitable Act will be helpful for you as you work with clients.
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