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For Advisors: Why Your Clients are Asking About Philanthropy Tools

According to the most recent U.S. Trust Study of High Net Worth Philanthropy conducted in partnership with the Indiana University Lilly Family School Philanthropy, 98% of high-net worth clients are giving to favorite charities each year. And they want help from their attorneys, accountants, and

For Advisors: Doing Good and Feeling Great - Keeping Up with the Clients' Mindset

If you have any doubt that your clients are walking in your door with social impact on their minds, just take a look around! Doing good is everywhere! It's critical that you're aware of this trend so you can maximize social impact as an emotional hook to build client loyalty and next generation

For Advisors: Why the Next Generation and Philanthropy Go Together

As an attorney, accountant, or financial advisor, you are no doubt very skilled at getting inside your clients' heads. Understanding your clients' goals and motivations is critical to creating financial, estate, and charitable giving plans. But have you ever wondered what's going on inside the

Donor Advised Funds and Your Personality Type

For Professional Advisors Personality type matters, even when it comes to supporting community causes. Your "social impact personality type" is especially important as you gear up to structure your or your client's donor-advised fund at the Community Foundation.  A donor-advised fund is a

Evaluating the DIY Charity Option

Has starting your own nonprofit ever crossed your mind?  If the answer is "yes," you are not alone. Today's social impact culture mindset means more and more people are evaluating the options for making a difference in the community. Thousands of new charities are started each year by people

You Rock: How Your Community Foundation Gives You Star Power

For Professional Advisors   You know the drill. A client mentions a specific charity in the community and asks you whether that charity is reputable and effective. That's a tough question to answer! You're not in a position to know the ins and outs of how charities in the community are being

Clients and Goals: Why Staying Asset Savvy Matters

For Professional Advisors You're advising your clients about their retirement goals, their goals for supporting their children and grandchildren, and their goals for the legacy they intend to leave to the community causes they care most about. In all of the planning work you're doing for

For Advisors: Why the Donor Advised Fund is a Vehicle You Need to Know

Donor-advised funds are the fastest-growing philanthropic planning vehicle in today’s wealth management marketplace. Donor-advised funds have risen dramatically in popularity over the last several years. Total assets held in these vehicles grew nearly 12 percent in 2015 to reach 78 billion by the

FAU Foundation, United Way and Community Foundation Partner to Present Wealth & Estate Planning Seminar on November 4 at FAU

FAU Foundation, United Way and Community Foundation Partner to Present Wealth & Estate Planning Seminar on November 4 at FAU David A. Handler, P.C.: Don’t Skimp on the Trust & Revival of the Estate Trust   What:  The FAU Foundation, United Way of Palm Beach County and the Community

Community Foundation, FAU Foundation and United Way of Palm Beach County Partner for Inaugural Wealth & Estate Planning Seminar

Boca Raton, FL – September 24, 2014 - The Community Foundation for Palm Beach and Martin Counties, the Florida Atlantic University Foundation and United Way of Palm Beach County have joined forces to introduce an exciting new program: the Palm Beach County Wealth & Estate Planning Seminar, to