Embolden

Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Many attorneys, CPAs, and financial advisors regularly ask for a refresher course on the potential tax changes on the horizon in 2025, especially those that might impact charitable planning techniques. Read about legal developments regarding tax policy and charitable giving by clicking on the link attached. https://lnkd.in/ehmm3dpD

Tax time can be stressful for your clients, and this year’s constant political news may be adding to those stresses. Many advisors find that the topic of charitable giving can lift clients’ spirits, even during a stressful tax season. Read our March edition of Philanthropy Partners to learn more about why tax season might be stressful for your clients and how you can brighten up their outlook through charitable giving:

Ready to make your retirement years even more rewarding? Now on the blog – Vice President for Development-Legacy Planning, Chip DeBuse, shares the four signals that it may be time to update your philanthropic strategies. Read more at https://lnkd.in/gYdyCfxw

For advisors, keeping clients loyal and engaged with your services is just one of many reasons to talk about charitable giving. This recent Wall Street Journal article suggests that engaging in charitable activities could be a way for your clients to enhance their overall well-being, indicating that generosity might have tangible benefits beyond just helping others. Please reach out anytime you are working with a client who is charitably inclined. Our staff team can help you navigate both the tax planning complexities as well as the emotional side of giving to ensure that your clients achieve their financial and charitable goals.

Advisors: Many of the charitable organizations your clients support are local, which means they are especially well-positioned to lean into Akron Community Foundation's unique position as the hub for charitable giving and local nonprofit knowledge. Here are three reasons that matters: 1?? Clients can tap into our team's knowledge about specific organizations and their impact on our community. 2?? Clients can choose from a?variety of charitable fund types,?depending on what they'd like to achieve. 3?? Clients can work with the community foundation to?leave a bequest?to an endowment fund to support community needs for generations to come. Learn more at https://lnkd.in/gntQDAUp.

It's tax season! Embolden's cut-and-paste content is helping nearly 250 community foundations easily create email newsletters, social posts, and more. https://lnkd.in/gTU5Jy4w

As compelling as year-end giving may be, perhaps even more compelling are the reasons for planning and launching a charitable giving strategy early in the year. To learn more about how your clients can make a difference with their charitable dollars, read the attached blog post! https://lnkd.in/eZswBFqX

Did you know? The limit for Qualified Charitable Distributions was increased to $108,000 per person for 2025 (or $216,000 for married couples), meaning you can now direct even more to charity from your IRAs and avoid significant income tax liability. This simple yet effective tax strategy is available to all IRA owners age 70 1/2 and older, and it can be used to establish a new charitable fund or to contribute to an?existing?qualifying fund at Akron Community Foundation. Learn more: https://lnkd.in/g5AtsW72

As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. To help incorporate charitable giving topics into your tax season client conversations, we’ve put together tips to address scenarios where Greater Worcester Community Foundation can assist your efforts. Learn about these tips in the attached blog post. Our goal is to be your go-to sounding board for any client situation where charitable giving is an option. Please reach out anytime you and a client are discussing philanthropy. https://lnkd.in/etxVTgcB