Madison Community Foundation's monthly blog offers insights into topics related to charitable gift planning and options to help you better advise your clients on how to meet their goals.
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.
January 29, 2025
Private foundations and donor advised funds can both help your clients achieve their charitable giving goals and support the causes and organizations that are most meaningful to them. However, in advising clients on which option may be the best fit for their giving, understanding the nuances of each is critical.
Read More About What to Keep in Mind
December 4, 2024
Year-end meetings are a great time to check in with your clients on their planning needs and charitable giving priorities. They also can provide you with the opportunity to start a discussion about legacy giving.
See Our Tips for Navigating Legacy Planning Conversations
October 30, 2024
To assist you with your year-end planning discussions, we wanted to share some common year-end planning situations we see, and the solutions advisors have used to address them.
View Our List of Common Sitiuations and Solutions
September 25, 2024
If your clients would like to increase the impact of their charitable giving without compromising their broader financial goals, life insurance may provide a solution.
Learn Simple Ways to Incorporate Life Insurance into Giving Plans
August 28, 2024
Non-cash gifts can provide clients with unique and tax-efficient opportunities to support causes they care about. However, they can also present unique challenges.
Learn 5 Questions to Ask to Overcome These Challenges
July 24, 2024
Charitable gift annuities can allow your clients to make gifts to a nonprofit while retaining a lifetime stream of income.
Learn how to determine if a CGA is a good fit for your clients.
June 26, 2024
Qualified charitable distributions can be valuable giving tools for clients who will likely not need the full balance of their retirement funds to cover their expenses or for those taking the standard deduction on their tax returns.
Learn how QCDs might benefit your clients.
May 29, 2024
New proposed regulations of donor advised funds fail to take into consideration important differences between commercial gift fund providers and community foundations. MCF President and CEO Bob Sorge shares a community foundation perspective on these proposed new rules.
Discover why community foundations oppose this reform.
April 24, 2024
Since the passage of the Tax Cuts and Jobs Act of 2017, donors and their advisors have looked for ways to use the increased standard deduction while still receiving tax benefits for their giving. One of the most popular techniques for doing this is known as "bunching."
Learn about how MCF can help you and your clients make use of this tool.
March 27, 2024
Part one of this month’s Advisor Insights post outlines the different types of charitable giving funds available at MCF. Part two discusses four key questions you should ask your clients when helping them select the fund option that best serves their giving goals.
Read more about how to advise smart gifts.
February 28, 2024
Phil Cubeta, national philanthropic planning expert, shares why he thinks the way advisors communicate with clients about planned giving needs to change, and what makes the Madison advisor community special.
Learn how Phil would change the conversation.
February 14, 2024
MCF's 2024 Advisor Webinar Series is kicking off on April 3rd with a presentation by Dr. Russell James. His presentation, "The Top 10 Charitable Financial Planning Strategies for Advisors: Helping Your Clients and Your Business with Charitable Planning" will provide approaches to help your clients and grow your practice using charitable planning.
Watch the replay.
January 31, 2024
MCF has been helping people create plans for meaningful charitable giving and sustainable support since 1942. Drawing on our deep knowledge of the community and the opportunities for giving, as well as our expertise in charitable giving techniques, we have launched a new blog for advisors to highlight articles and resources you may find useful as you discuss charitable giving with your clients.
Discover ways MCF can help you meet your clients charitable giving goals.