Philanthropic Insights

Timely charitable topics of interest to you and your clients.

Make this the year to help clients get organized

As you begin to ask your clients to pull together their receipts and other documents for 2022 tax…

Client conversations: Why your 2023 agenda must include...

Applications for GCF’s Charter Advisor in Philanthropy (CAP®) Study Group are now open! Scroll to the bottom of…

Philanthropy as an Employee Attraction and Retention Strategy

  Whether you call it “The Great Resignation” or “The Great Rehiring” or avoid referring to it at…

Valuable conversations: Why it’s smart to talk with your...

January is a good time to start helping your clients plan for their annual giving. With the year-end…

It just keeps getting better: Why charitable gift annuities are...

Charitable gift annuities (CGAs) are becoming more attractive to philanthropists, making this planned giving vehicle a good fit…

Celebrating the new Legacy IRA and a boost for QCDs

Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023 (“CAA”)…

So long, 2022: Important charitable tax planning reminders as...

Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of…

Five of 2022’s most-asked questions about QCDs

Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same…