Professional Advisors Archives - The Foundation For Enhancing Communities

Four Factors That Will Influence Corporate Giving Now and Later

At The Foundation for Enhancing Communities (TFEC), we collaborate with business leaders and owners to design charitable giving plans that align with the company’s objectives for its employees and the community. In many cases, corporate giving strategies include...

How to Start the Charitable Giving Conversation

Blog, Professional Advisors

As an estate planning, tax or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a 2023 survey found that only 19.2% of advisors regularly discuss charitable...

Scholarships for Children of Employees

Professional Advisors

By: SPENCER G. NAUMAN, JR. With college tuitions rising, employers think of scholarships for children of employees as a way to help. Employers are often dissuaded from establishing such scholarships because the scholarships would be included in the parent employee’s...

Cash crunch: Gifting non-income producing assets

Professional Advisors

For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable giving. Still, for clients who own property, stocks, and other assets that tend to...

When giving hard-to-value assets, creativity–and caution–are critical in the digital age

Professional Advisors

For some of your clients, the thought of giving artwork to a museum or other charity might have crossed their minds. Otherwise, in the estate plan you’ll build for the art collector, the choices largely boil down either to selling the pieces, or giving them to family...

Big gifts are getting bigger. How does that change your conversations with your clients?

Professional Advisors

Ranging from $175 million to a whopping $15 billion, the 10 largest gifts to charity in 2021 may have caught your clients’ attention. Not only do philanthropic gifts seem to keep getting bigger, but the future looks bright, too, with more than $84 trillion projected...

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