While a large part of the conversation around donor advised funds focuses on individuals, donor advised funds also can be great tools for businesses that are looking for more flexible, cost-effective alternatives to establishing a private foundation. This blog highlights how a donor advised fund works when used by a business to build an effective and sustainable giving program.
As year-end approaches, we often receive calls from advisors who are helping a client update their estate plan. The client would like to make a legacy gift to MCF, and they are unsure how to proceed. As you enter year-end planning season, we wanted to provide you with answers to the most frequently asked questions we receive from advisors regarding legacy giving.
Year-end planning season has begun! As you prepare for client meetings in the coming weeks, now is the time to bring charitable giving strategies into the conversation. We've compiled nine tips to help your clients have success with their year end giving goals.
Life throws us curve balls sometimes and that can mean changes to how clients' give. Have no fear, we have four ways to pivot when your client needs to update their charitable giving plans!
What are Charitable Lead Trusts and when are they beneficial to your clients?
Retirement accounts can help your clients' reach thier lifetime and legacy giving goals.
When helping clients make their charitable giving plans, do not underestimate the role life insurance can play in supporting their charitable giving.
Four crucial questions to ask your clients March 26, 2025 Your clients have a variety of options when it comes to developing a family giving plan. Family giving plans can be powerful tools to help families give collectively through multiple...
MCF often has conversations with advisors whose clients are looking for a succession plan for their private foundation. In certain situations, transferring the private foundation's assets to a donor advised fund can provide several benefits.
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