Philanthropic Insights
For clients who love local causes, GCF is your trusted partner
Most of your philanthropic clients likely support a wide variety of charities year after year, and represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values and community priorities. Especially when the organizations your clients support are local,…
If this, then that: Scenarios to consider as tax time approaches
Tax season is a great time to cover tax planning strategies for the current year and beyond, and there are a few specific reasons why your clients may benefit from a conversation earlier in the calendar year. Evaluate QCDs sooner rather than later. If: Your client missed the 2024 deadline…
Playing the long game: Encouraging your clients to plan ahead in 2025
Whether your client is tax planning, updating wills and trusts or structuring retirement portfolios, the mix of money, family and mortality is a potent combination that almost always creates an emotionally charged planning environment. A strong grasp of the client’s big picture allows you to truly recognize opportunities for charitable…
Want happy clients? Talk about charitable giving.
Is it true that the happiest clients seem to be those who’ve incorporated charitable giving into their estate and financial plans? It’s hard to dispute that philanthropy offers both emotional and rational upsides to your clients. Advisors who can lean into these benefits are viewed by their clients as effective,…