Gifts of Real Estate Are a Win-Win for Clients and Charitable Organizations
For many donors, real estate assets represent a significant portion of their wealth, but nationwide, gifts of real estate make up less than three percent of charitable contributions every year.Read More.
Meet the Newest Member of Our Team: Sarah Weaver
Senior gift planning advisor, Sarah Weaver, is the newest member of the CICF development team. Weaver shares more about her background, her personal charitable passions and why she is thrilled to be working at CICF. Read More.
Gifts of Appreciated Business Interests
A great opportunity exists for you to add value by helping to educate your clients about the tax smart benefits of charitable giving. Beyond gifts of appreciated, publicly traded stock, one strategy on the rise at CICF is the donation of privately held business interests, including gifts of interests in closely held C corporations, S corporations, partnerships and limited liability companies.Read More.
Charitable Strategies to Help Your Clients
If charitable giving is not on your clients' radar, this is an excellent time to begin that conversation. Not only do clients tend to be in the giving spirit around this time of year, but they also can significantly reduce their tax burden by making charitable contributions.Read More.