The Community Foundation of South Alabama

Don't miss this event on March 27!

Tax season is in full swing, and we know it can feel overwhelming—especially with shifting legislation and evolving financial landscapes. But here’s the good news: Charitable giving can be a bright spot in the conversation, offering tax-efficient strategies and a sense of fulfillment for your clients. ?? Tax Time Blues? Why philanthropy can help lift your clients’ spirits. ?? The $124 Trillion Wealth Transfer: How to ensure your clients’ charitable wishes are fulfilled. ?? Upcoming Tax Changes: What shifts in 2025 could mean for charitable planning. Stay ahead of the curve! Read the full article to explore strategies that can make a difference for your clients this tax season and beyond. https://lnkd.in/eduiHhZ9

We're thrilled to participate in the YP of MOB Board Readiness Program and look forward to a year of growth and success!! ?

Charitable Planning Insights for Tax Season & Beyond What’s trending? ?? QCDs: Why early planning is key to maximizing tax benefits. ?? Business Succession: How charitable gifts of closely-held stock can be a game-changer. ?? Appreciated Stock: Why gifting sooner rather than later could be the smart move. ?? Supporting Local Causes: How your clients can make a lasting impact right here in our community. Don’t miss these valuable insights! Read the full breakdown and discover how the Community Foundation of South Alabama can help you and your clients navigate smart giving strategies. https://lnkd.in/ecki5-_H

As we dive into 2025, it’s the perfect time to reflect on last year’s successes and look ahead to what’s next in the world of philanthropy. From navigating legislative changes to encouraging early charitable planning, there’s plenty to consider for you and your clients this year. ?? What’s on the horizon? -Potential legislative shifts that could reshape giving strategies. -Insights into the Tax Cuts and Jobs Act of 2017—and what its expiration could mean for you. -The benefits of starting your 2025 charitable plans now for a smoother, more impactful year ahead. The Community Foundation of South Alabama is here to help you and your clients navigate these opportunities. ?? Don’t miss out—read more to stay informed and start planning today! #CharitableGiving #Philanthropy #CommunityImpact https://lnkd.in/eXdspTeq

We're excited to be participating in the Young Professionals of Mobile's Board Readiness Program. The Community Foundation of South Alabama is dedicated to building a brighter future, and we can’t wait to collaborate with these inspiring young professionals. Together, we’ll drive meaningful impact and create lasting change!

It’s a busy season for advisors and clients alike, and we’re here to help you navigate charitable giving strategies with ease. Whether it’s estate tax planning, maximizing Qualified Charitable Distributions (QCDs), or finding the perfect charitable planning tools, we’ve got you covered. ? Learn how upcoming tax changes could impact wealth transfer strategies. ? Discover how to make QCDs work for your clients. ? Get a simple cheat sheet to match clients’ needs with effective giving solutions. Tap the link to explore our latest insights and strategies. https://lnkd.in/exwGcj9y

We love serving as your first stop for all things philanthropy! As always, we’re committed to staying on top of the latest developments and curating that content to save you time. Read our November newsletter now for important insights into client charitable giving strategies and more! #Philanthropy #CharitableGiving #LegacyPlanning #EstatePlanning #CommunityFoundation #FinancialPlanning

Are you wondering how the outcome of the November election might impact charitable giving? Read our latest newsletter for insights on this important topic and more! #Philanthropy #CharitableGiving #LegacyPlanning #EstatePlanning #CommunityFoundation #FinancialPlanning

We are excited to partner with Auburn University to offer an in-person nonprofit training series on Thursday, October 24, 2024, at our office in Downtown Mobile.?We hope you can join us as we collaborate with experts to continue developing our passions and skills as nonprofit professionals.?This series will focus on various important topics, including “Collaboration in the Community for Success,” “Steps to Securing Major Gifts,” “Fundraising Essentials: Donor Relations, Campaigns, & Major Gifts,” and “Writing Winning Grants.” ? The training is $10 and includes lunch.?Space is limited and registration is required: https://lnkd.in/eVJF296j