Sarah Arenstein Levy and Greg Gallop, who are experts in donor advising and community engagement respectively, share more about the Giving Store and why it has become a popular way for donors to fund urgent needs in our community.

More and more charitable funds are being given and gifted, pre-established and pre-funded, in the name of the recipient. Frequently taking the form of a donor-advised fund, this gift allows the recipient to experience the benefits of working with the community foundation to support important causes.

As you advise an older client, an important part of the conversation will be to determine the best charitable giving vehicles to achieve your client’s community goals, particularly evaluating the potential role of a donor-advised fund or private foundation.

As future advisors to a family fund, the grandchildren of Dick and Judy Nelson are discovering their own passion for philanthropy and finding they have a powerful voice to share ideas with the entire family.

No one gives to charity solely to obtain a tax deduction, and personal reasons for giving usually outweigh the tax benefits. However, experience shows that donors do want to receive the tax benefits associated with their philanthropy and they structure their giving in a tax efficient manner. In this article, you will find a review of information helpful to donors planning their gifts now.