Giving season is upon us!

Happy November!

Today, more than 150 Embolden clients received their cut-and-paste content to help them kick off the giving season in their communications. We appreciate the opportunity to work with so many community foundations of all shapes and sizes across the country. Thank you!

We know your team will be working hard over the next several weeks and collaborating with professional advisors and donors on a wide range of charitable giving transactions, including structuring families’ donor-advised funds, putting together gifts of real estate, arranging for endowed support for donors’ favorite nonprofits, and effecting Qualified Charitable Distributions to age-70 1/2+ donors’ field-of-interest funds at the community foundation.

The content that hit our clients’ inboxes this morning covered key year-end topics, such as:

--Suggesting that donors keep a punch list handy for upcoming meetings with their advisors. Key items to cover include reviewing charitable goals, exploring the various fund types available through the community foundation, and understanding the advantages of a community foundation donor-advised fund over those offered by national providers.

--Reminding advisors not to overlook life insurance as an effective charitable giving tool for certain clients under certain circumstances. For some clients, buying additional coverage is a solid financial move that also expands the beneficiary pool to include a charitable organization such as the client’s fund at the community foundation.

--Suggesting that your audiences keep an eye on developing news in the philanthropic sector, including the Charitable Act which would expand charitable deductions to non-itemizers.  

As always, we are here for you! We love serving as your first stop for all things content-related.