Tag: Professional Advisors

Are Your Clients Ready to Talk About Bunching Now?

April 17, 2019 The Tax Cuts & Jobs Act (TCJA) went into effect on January 1, 2018, but as you well know, 2018 taxes were not due until a few days ago, meaning your clients may not have fully understood what the TCJA meant for their bottom line until recently. Or perhaps your clients knew how the TCJA would impact their 2018 taxes and intended to bunch their charitable contributions into a donor-advised fund at the end of the year using appreciated stock. But the stock market tanked in December, and understa…Read More.

Help Your Business Owner Clients with a Corporate-Advised Fund through CICF

March 14, 2019 Corporate social responsibility (CSR) is a business approach that contributes to sustainable development by delivering economic, social, and environmental benefits for all stakeholders. CSR takes a number of different forms, and companies can implement customized CSR strategies that fit their business models and are responsive to the needs and interests of their employees.Read More.

Social impact investing

November 18, 2018 Over the course of the last 20 years, I have seen many changes throughout the philanthropic landscape. The integration of technology and the increase in restricted giving to name a few. But what will define the next 20 years? How will we define our successes and ultimately evolve our sustainability to connect resources that help all citizens of our communities reach their full potential, regardless of their place, race or identity?Read More.

Legacy fund has a new name—Hamilton County Community Foundation

November 13, 2018 This Exciting News Should Not Affect the Validity of Current or Future Gifts To Legacy Fund Legacy Fund, CICF’s Hamilton County affiliate, announced its name change to Hamilton County Community Foundation at its recent Celebration of Philanthropy event, at which it also announced a new strategic plan and awarded three Community Pillar Awards to deserving […]Read More.

CICF’s Future Funds: Enabling a Stunning Force for Good

June 12, 2018 A recent article in the Stanford Social Innovation Review entitled “Philanthropy’s Missing Trillions” caught our attention. Its authors, Jennifer Xia and Patrick Schmitt, found that while 90 percent of American adults make a charitable gift each year, fewer than six percent include a charitable bequest in their will or estate plan. Read More.

Charitable Gift Planning with Donor-Advised Funds: Beyond the Basics

May 15, 2018 Donor-advised funds at community foundations took root just after private foundations begun by the likes of Carnegie, Rockefeller, Ford and Eli Lilly came to prominence in the early to mid-1900s. The first donor-advised fund is reported to have been created at the New York Community Trust around 1931.Read More.