As you read up on techniques to structure philanthropy plans for your high-net worth clients, we recommend reviewing the potential impact of the estate tax exemption sunset, as well as making sure you’re one of just half of advisors (!) who are truly helping their...
Getting a jump on a future “to-do” list is always such a good feeling. The Foundation for Enhancing Communities (TFEC) can proactively help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from...
No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still give cash! As an attorney, accountant or financial advisor, you are well aware that giving long-term appreciated...
If your organization has established an endowment or agency fund with The Foundation for Enhancing Communities (TFEC), your staff and board of directors are already experiencing the benefits of our relationship. We are here to help you grow critical financial...
You’re no doubt familiar with donor advised funds, especially if some of your donors use their donor advised funds at The Foundation for Enhancing Communities (TFEC) to support your organization. What you might not know is that the national average annual “pay-out...
At The Foundation for Enhancing Communities (TFEC), most of our donors have been made aware, often repeatedly, that giving highly appreciated stock to their favorite charities is a very tax-effective strategy. Indeed, gifts of shares held for more than one year are...
