Now is the time to share important reminders with your clients about year-end gifts.

Gifts of appreciated stock still shine
Giving in a roller coaster market may continue to be a real concern for many of your philanthropic clients, but remind them, not all stocks are down. Gifts of appreciated stock to a Donor Advised Fund or other type of fund at the Community Foundation are still one of the most tax-savvy ways to support favorite charitable causes because capital gains tax can be avoided. And of course, a stock market rally can present timely opportunities.

Donor Advised Funds benefit both the donor and the donor’s favorite nonprofits
Grantmaking from Donor Advised Funds (DAFs) continues to rise, especially as donors and their advisors pay increasing attention to the ways a DAF can help with tax planning and, importantly, keep a donor’s giving levels consistent in lower income years. Reach out to the Community Foundation to learn more about how “bunching” at year end can maximize clients’ tax benefits, and at the same time ensure that nonprofits are supported as demands on their missions continue to grow in choppy economic waters.

Year-end giving deadlines are firm
Year-end can sneak up on all of us, and it’s important not to miss key deadlines for accomplishing your clients’ charitable goals. Please see End of Year Giving Deadlines and Reminders and reach out to CFAAC if you have questions.