Celebrating asset types, proposed regulations, and election year updates

Happy May!

More than 200 community foundations subscribe to Embolden’s cut-and-paste content to make it easy to engage professional advisors, fund holders, and nonprofits.

This month, we’re providing our clients with easy-to-use material on several trending topics:

• Community foundations want to be sure that the attorneys, financial advisors, and accountants in their regions are aware of the many asset types that make great gifts to a fund at the community foundation. Content for the month of May includes a list for advisors to help clients meet both their tax goals and their charitable goals.

• Last November, the Treasury released proposed regulations related to donor-advised funds. Although these proposed regulations are just that–proposed and not final–nevertheless, in recent weeks the media coverage has gained momentum, especially now that Ways and Means members have weighed in. We’re providing our clients with suggested messaging.

• Election-year dynamics are on the minds of many advisors and donors. We’re giving our community foundation clients summaries of recommended reading to pass along to their audiences so everyone stays up-to-date.

If we’re not already working with your community foundation, we’d love to! Please reach out.