The intergenerational wealth transfer ($124 trillion through 2048) presents significant planning opportunities.
Key professional considerations:
–Client information gaps: Many clients use suboptimal charitable methods, unaware of tax advantages from appreciated asset donations or donor-advised fund efficiencies.
–Complex asset opportunities: The Community Foundation provides expertise for structuring gifts of business interests, real estate and other non-cash assets to maximize benefits.
–Strategic timing: Early integration of charitable planning into financial and estate strategies, particularly for retirement assets, produces optimal tax and philanthropic outcomes.
Our team offers specialized resources to enhance your charitable planning services while strengthening client relationships.