Welcome to Charitable Insights, a resource connecting you to helpful articles, stories, and ideas from Foundation experts, so that you can make the most of tax, legal, and financial strategies as they relate to your or your clients’ philanthropy.
3 Year-End Charitable Giving Strategies to Boost Impact
Sep 21, 2023
It’s never too early to get started on year-end giving plans. In the spirit of generosity—and maximizing community impact—Hilary Stone, MBA, CAP®, Senior Advisor for Donor Services, outlines three tax-advantaged charitable giving strategies worth considering with your clients.
7 Indicators That It's Time to Initiate the Charitable Conversation with Clients
Jun 8, 2023
Lisa Jolley, JD, CAP®, Senior Director of Donor Services, lays out a number of scenarios that indicate it might be time to initiate the charitable conversation, as well as helpful approaches to consider.
A Simplified Tax Season and Other Benefits of Giving through a Donor Advised Fund
Apr 10, 2023
As tax season draws to a close, we're reminded of the benefits of Donor Advised Funds (DAFs) that offer ease and flexibility for donors to maximize their impact by streamlining their charitable contributions through one giving vehicle.
Legacy Mapping: Mapping Out a Charitable Plan for the Future
Feb 15, 2023
Charitable giving is an important element of financial, tax, and legal planning, but with so many paths to choose from, it can be easy to get lost along the way. Brad Britton, Director of Planned Giving and General Counsel at The Columbus Foundation, explains how to map out a successful charitable plan—and the many options to consider along the way.
Funding Qualifying Charitable Funds Using a Charitable IRA Rollover
Sep 27, 2022
Explore the charitable IRA rollover technique and how it can easily be used to strategically fund long-term philanthropic goals through the creation of Designated Funds, Scholarship Funds, Field of Interest Funds, and Unrestricted Funds.
Exploring the Charitable Conversation Disconnect between Advisors and Clients
Jun 9, 2022
Charitable giving is an important element of financial and legal planning, but successfully navigating charitable conversations with clients can often be harder than we think. In this issue of Charitable Insights, we explore the charitable conversation disconnect between advisors and clients, along with techniques to better navigate such discussions.
What is Capacity Building?
Jun 7, 2022
Director of Capacity Building & Community Knowledge Danielle Tong shares how support for the comprehensive well-being of nonprofits through capacity building helps them go further faster—and why investing in things you can't always see is critical to ensuring the ongoing health of our community's social sector.
Top Philanthropic Resources for You and Your Clients
Nov 10, 2021
Philanthropic planning is an important element of overall legal and financial planning. By discussing charitable goals with your clients, you can help them increase their impact, decrease tax liability, and leave a lasting legacy. Along the way, you deepen your relationship with them as you give them a space to talk about their values and priorities.
Empowering the Dream of Education
Aug 18, 2021
Scholarships provide life-changing financial support to students and empower the next generation to pursue their dreams. As students return to school, we’re dedicating this edition of Charitable Insights to Scholarship Funds—how they work, who should start a fund, and their benefits for students—as well as for you and your clients.
Compassionate Communication: Serving Clients Better by Acknowledging Their Grief
May 26, 2021
Most people are uncomfortable talking about grief and loss. So why should professional advisors do it?