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AI and charitable planning, "catch up" contributions to boost IRA philanthropy, and the latest news - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2023/6/1/a-toss-up-between-giving-cash-versus-stock-dealing-with-family-disagreements-and-whats-in-the-news-this-summer monthly 0.5 2023-06-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1685633722762-ARV5FYEUSM9RHSHJURYD/image-asset.jpeg Professional Advisor Newsletter Content Archives - A toss up between giving cash versus stock, dealing with family disagreements, and what's in the news this summer - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2023/4/30/the-triple-power-of-the-ira-beneficiary-designation-the-irss-bigger-budget-and-not-to-miss-news-and-trends monthly 0.5 2023-05-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/b1cda33e-c9eb-4565-a8f9-b6a20f4f5ecb/trifecta.jpg Professional Advisor Newsletter Content Archives - The triple power of the IRA beneficiary designation, the IRS's bigger budget, and not-to-miss news and trends - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2023/4/1/tax-tips-to-stay-on-your-toes-proposed-legislation-and-banking-fallout monthly 0.5 2023-04-02 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/effc7542-73ce-4d76-8e4a-37f53c2398a4/tips.jpg Professional Advisor Newsletter Content Archives - Tax tips to stay on your toes, proposed legislation, and banking fallout - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2023/3/1/addressing-disaster-giving-eligible-qcd-recipients-and-tips-for-your-business-owner-clients monthly 0.5 2023-03-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/3f1f08cc-1021-4667-adc0-d0c5f3cd6a34/diversity.jpg Professional Advisor Newsletter Content Archives - Addressing disaster giving, eligible QCD recipients, and tips for your business owner clients - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2023/1/30/philanthropy-on-clients-minds-pre-spring-cleaning-and-three-tax-tips monthly 0.5 2023-02-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/349c858c-2b6d-4452-9219-12df68921280/trio+of+tips.jpg Professional Advisor Newsletter Content Archives - Philanthropy on clients' minds, pre-spring cleaning, and three tax tips - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/12/31/yes-celebrating-new-laws-for-qcds-more-reasons-to-love-cgas-and-smart-charitable-strategies-for-2023 monthly 0.5 2023-01-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/365d18e5-ea19-4b66-bdda-f1bf2e436e06/yes.jpg Professional Advisor Newsletter Content Archives - Yes! Celebrating new laws for QCDs, more reasons to love CGAs, and smart charitable strategies for 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/12/1/getting-creative-with-nfts-faqs-about-qcds-and-must-know-year-end-reminders monthly 0.5 2022-12-29 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/04c5da19-de18-4d36-8e06-95f6c9e71c88/NFTs.jpg Professional Advisor Newsletter Content Archives - Getting creative with NFTs, FAQs about QCDs, and must-know year-end reminders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/11/1/handy-tools-in-a-bear-market-givingtuesday-and-avoiding-valuation-pitfalls monthly 0.5 2022-12-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/5b991e72-7c1a-4438-8411-bcd6a9b03da1/tuesday.jpg Professional Advisor Newsletter Content Archives - Handy tools in a bear market, GivingTuesday, and avoiding valuation pitfalls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/10/1/charitable-giving-in-a-bear-market-helping-your-clients-support-hurricane-relief-and-need-to-know-insights-about-the-nonprofit-sector monthly 0.5 2022-10-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/c0c73d77-3af1-4c35-929d-be0f665afce1/individual+philanthropy.jpg Professional Advisor Newsletter Content Archives - Charitable giving in a bear market, helping your clients support hurricane relief, and need-to-know insights about the nonprofit sector - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/1/inherited-iras-missed-opportunities-for-stock-gifts-topics-for-client-meetings-and-wait-for-it-crypto monthly 0.5 2022-09-15 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1624039484356-JZMUUTFO4OW565UC8T4G/gifts+of+cryptocurrency.jpg Professional Advisor Newsletter Content Archives - Inherited IRAs, missed opportunities for stock gifts, topics for client meetings, and, wait for it, crypto - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/8/1/making-wills-looking-ahead-to-2026-and-giving-away-the-farm monthly 0.5 2022-09-15 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663251029961-9WVY1U78STCVQ3X7YBL8/unsplash-image-QcBAZ7VREHQ.jpg Professional Advisor Newsletter Content Archives - Making wills, looking ahead to 2026 (!), and giving away the farm - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/7/1/younger-donors-and-bunching-surprising-benefits-of-community-foundations-and-a-secure-act-reminder monthly 0.5 2022-09-15 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663250788812-STBSAX14U6UKGH519CZZ/unsplash-image-NBT3LOCdkVM.jpg Professional Advisor Newsletter Content Archives - Younger donors and "bunching," surprising benefits of community foundations, and a SECURE Act reminder - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/6/1/philanthropy-and-retirement-planning-intertwined-in-todays-market monthly 0.5 2022-09-15 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663250171070-A85Y73QN6QTO129W7U4D/unsplash-image-4n9qFtPz_qE.jpg Professional Advisor Newsletter Content Archives - Philanthropy and retirement planning: Intertwined in today's market - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/7/qcds-nimcruts-and-other-reminders-for-advisors monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662589214722-3O5XLIDTXURGG88BLRL3/unsplash-image-AsM4T46tqcU.jpg Professional Advisor Newsletter Content Archives - QCDs, NIMCRUTs. and other reminders for advisors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/7/high-income-earners-highly-appreciated-assets-and-cash-crunches monthly 0.5 2022-09-15 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662588613714-NQKINZRKPPMLHUEVF26K/unsplash-image-J-43BmCLIWU.jpg Professional Advisor Newsletter Content Archives - High-income earners, highly-appreciated assets, and cash crunches - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/7/change-is-in-the-air-charting-a-course-for-philanthropy-amid-uncertainty monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662588193943-WADO9B87NIKY3T0Z4H29/unsplash-image-ifpIUxbtu7M.jpg Professional Advisor Newsletter Content Archives - Change is in the air: Charting a course for philanthropy amid uncertainty - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/2/1/is-big-giving-back monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662587866416-FP6K1QCS3H1OM09GR36D/unsplash-image-PAVPC1s1XMw.jpg Professional Advisor Newsletter Content Archives - Is big giving back? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/1/1/a-fresh-start-family-businesses-hard-to-value-assets-and-transfer-of-wealth monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662582168181-SUO6QJNIPOCSHC5UQXZW/unsplash-image-sil2Hx4iupI.jpg Professional Advisor Newsletter Content Archives - A fresh start: Family businesses, hard-to-value assets, and transfer of wealth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/6/18/international-giving-know-your-clients-options monthly 0.5 2022-09-15 https://emboldencontentlibrary.com/advisor-blog/2022/9/7/year-end-is-here-and-its-time-for-a-generational-check-in monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662581367968-WNEACXSC5E2POT75ZPJK/unsplash-image-Xaanw0s0pMk.jpg Professional Advisor Newsletter Content Archives - it's time TO CELEBRATE TAX PLANNING - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/6/18/charities-and-cryptocurrency-gifts-are-on-the-rise monthly 0.5 2022-04-11 https://emboldencontentlibrary.com/advisor-blog/2021/11/1/strategies-and-tax-planning-tips-for-your-philanthropic-affluent-clients monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662580718035-S05QN9U9KIOWX7DRHWJM/unsplash-image-o9oQaOGpLz0.jpg Professional Advisor Newsletter Content Archives - Strategies and tax planning tips for your philanthropic, affluent clients - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/10/1/whats-trendy-among-charitable-clients-it-may-surprise-you monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662580424169-3YYSB7EWS2PPZRH57GWI/unsplash-image-y_gFnFzr0HY.jpg Professional Advisor Newsletter Content Archives - What's trendy among charitable clients? It may surprise you. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/7/special-edition-whats-up-with-proposed-legislation monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662580207067-Q0T3U4YU8B1KINGM1CR4/unsplash-image-1bhp9zBPHVE.jpg Professional Advisor Newsletter Content Archives - Special edition: What's AHEAD IN proposed legislation? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/7/advisors-roles-gifts-of-life-insurance-and-closely-held-stock monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662576586218-H76G790GHN9MF5BP31B0/unsplash-image-qvWnGmoTbik.jpg Professional Advisor Newsletter Content Archives - Advisors' roles: Gifts of life insurance and closely-held stock - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/8/1/seeking-solid-ground-guiding-charitable-clients-through-2021s-choppy-watersnbsp monthly 0.5 2022-09-07 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662576243628-4IEVKAFBJHHAVUVD11ID/unsplash-image-GVVCNNTLJGo.jpg Professional Advisor Newsletter Content Archives - Seeking solid ground: Guiding charitable clients through 2021’s choppy waters  - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/7/1/spotlight-on-planned-giving-tools-and-strategies monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662413681112-097OHCVFLH2640KSAS1X/unsplash-image-7ZFaOwwhEJ0.jpg Professional Advisor Newsletter Content Archives - Spotlight on planned giving tools and strategies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/5/mixing-it-up-cryptocurrency-qcds-and-international-giving monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662413450023-EX5S8Q8UKFGHTW1ZQK3J/unsplash-image-IGfIGP5ONV0.jpg Professional Advisor Newsletter Content Archives - Mixing it up: Cryptocurrency, QCDs, and international giving - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/5/1/501c-what-helping-clients-deconstruct-the-tax-rules-for-charitable-giving monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662409351955-DW3B2GFAHLSDBR1S3DEA/unsplash-image-C5SUkYZT7nU.jpg Professional Advisor Newsletter Content Archives - 501(c) what? Helping clients deconstruct the tax rules for charitable giving - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/4/1/factors-to-consider-when-representing-couples monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662409007694-T928R7X2MWLBAD05GFAL/unsplash-image-erCPgyXNlto.jpg Professional Advisor Newsletter Content Archives - Factors to consider for a couple’s charitable giving - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/3/1/understanding-the-best-vehicles-for-family-giving monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662408658068-86L3W6GFY3RVZB2S09CV/unsplash-image-_JjYYsQPneE.jpg Professional Advisor Newsletter Content Archives - Understanding the best vehicles for family giving - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/3/1/hard-to-value-assets-bequests-and-other-charitable-giving-trends monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662408318877-V7PEMCY3YZHPPQTQMC4D/unsplash-image-f9qZuKoZYoY.jpg Professional Advisor Newsletter Content Archives - Hard -to-value assets, bequests, and other charitable giving trends - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/1/1/tax-perks-treats-to-start-a-happy-new-year monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662407322814-Z5X9UO07PG21T84JBCS5/unsplash-image-F71ZHHBYs3w.jpg Professional Advisor Newsletter Content Archives - Tax perks: Treats to start a happy new year - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2020/12/1/year-end-mash-up-bequests-tax-planning-and-community-needs monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662406670143-M6O2NEZUTZWET3VHTG1G/unsplash-image-NFlyFizf2JU.jpg Professional Advisor Newsletter Content Archives - Year-end mash up: Bequests, tax planning, and community needs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2020/11/1/election-season-factors-to-consider-in-charitable-giving monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662406398127-3WLVSPTF0UCJ5PJSZW8E/unsplash-image-T3IoE6HfhhQ.jpg Professional Advisor Newsletter Content Archives - Election season: Factors to consider in charitable giving - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2020/9/1/cybersecurity-starting-a-charity-and-conservation-easements monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662406188602-L4MCOFJ4SDQUJB4KSBN4/unsplash-image-ZEDvSzgS4FA.jpg Professional Advisor Newsletter Content Archives - Cybersecurity, starting a charity, and conservation easements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2020/8/1/stress-in-the-sector-tips-for-relief monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662405952347-I5ZE6V9CGLJWSAWB5BCH/unsplash-image-44D6S-5jDJQ.jpg Professional Advisor Newsletter Content Archives - Stress in the sector: Tips for relief - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/7/1/irs-updates-retirement-distributions-privacy-and-events monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662405700172-OX3SPK0UQQS791KMTVNL/unsplash-image-qAQsVsSxp_w.jpg Professional Advisor Newsletter Content Archives - IRS updates: Retirement distributions, privacy, and events - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2021/6/18/iras-field-of-interest-funds-and-designated-funds-dont-overlook-these-powerful-tools monthly 0.5 2022-09-05 https://emboldencontentlibrary.com/advisor-blog/2022/9/5/special-edition-social-justice-and-charitable-giving monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662405448008-0A8L574TWCJJJ9VXR0RD/unsplash-image-GGKVGSkKIzM.jpg Professional Advisor Newsletter Content Archives - Special edition: Social justice and charitable giving - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2020/6/1/working-hard-for-the-community-charitable-giving-vehicles-to-keep-top-of-mind monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662405128492-0TU6QF50B02S2X6CYSPY/unsplash-image-h4i9G-de7Po.jpg Professional Advisor Newsletter Content Archives - Working hard for the community: Versatile and strong Charitable giving vehicles - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/5/u9eiy02rhselbu6ruu4twu6ivo3rvd monthly 0.5 2024-04-03 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662404864205-03FZ483X7PF414WWPGWE/unsplash-image-yIGinlYA6t8.jpg Professional Advisor Newsletter Content Archives - Signs of the times: Disaster giving and charitable lead trusts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/5/now-in-bloom-tax-reform-and-tax-tips monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662399696748-HGI2AKKY1ZLTWQFMZ5LQ/unsplash-image-DK7msqOZ9fI.jpg Professional Advisor Newsletter Content Archives - Now in bloom: Tax reform and tax tips - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/5/election-year-insights-whats-on-the-irss-radar monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662399530276-61O0FCDEKZSRAO7F2TDN/unsplash-image-uAFjFsMS3YY.jpg Professional Advisor Newsletter Content Archives - Election year insights: What's on the IRS's radar? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/5/charitable-planning-for-business-owners-lots-to-love monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662399322479-PNOVPUU9HD6VHCQQAORX/unsplash-image-zAOBpEE_vV4.jpg Professional Advisor Newsletter Content Archives - Charitable planning for business owners: Lots to love - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/advisor-blog/2022/9/5/kicking-off-a-new-year-philanthropy-in-the-news-and-charitable-giving-budgets monthly 0.5 2022-09-05 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1662398696212-IJLEW0CQURCJSBKZL98U/unsplash-image-5eThdzpVqyE.jpg Professional Advisor Newsletter Content Archives - Kicking off a new year: Philanthropy in the news and charitable giving budgets - Make it stand out Whatever it is, the way you tell your story 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https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/b158ffdc-98b0-49a3-94a1-a1a73dc0f86a/introduction+November+2025+donor+_+fund+holder.jpg Donor Newsletter Content Archives - Addressing urgent community needs and tax law changes, deductibility tips, and abundant giving through donor-advised funds - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2025/10/1/balancing-immediate-and-long-term-community-needs-six-tips-for-year-end-and-reasons-to-celebrate-donor-advised-funds monthly 0.5 2025-10-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/7eb2e535-8112-40d6-ac3b-bd42c8afbb80/introduction+October+2025+donor+_+fund+holder.jpg Donor Newsletter Content Archives - Balancing immediate and long-term community needs, six tips for year end, and reasons to celebrate donor-advised funds - Make it stand out Whatever it is, the way you 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https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/fe3dc0dd-f065-4438-b953-67476c48f8ae/I+am+philanthropist+June+2025+donor+%3A+fund+jholder.jpg Donor Newsletter Content Archives - Yes you are a philanthropist, making giving easy, and tax trends to watch - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2025/4/27/charitable-giving-faqs-step-up-in-basis-and-potentially-expanded-qcd-rules monthly 0.5 2025-04-27 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/545b66e2-1dcd-4bee-9130-ca8f62e73179/introduction+May+2025+donor+%3A+fund+holder.jpg Donor Newsletter Content Archives - Charitable giving FAQs, step-up in basis, and (potentially) expanded QCD rules - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2025/3/30/including-charities-in-your-plan-giving-in-a-crisis-and-celebrating-philanthropy-with-your-kids monthly 0.5 2025-04-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1743360185285-RUHBDXVNTTKZ7I3PY25Q/make+a+plan+April+2025+donor+_+fund+holder.jpg Donor Newsletter Content Archives - Including charities in your plan, giving in a crisis, and celebrating philanthropy with your kids - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2025/3/1/tax-tips-making-your-gifts-efficient-and-lifetime-givingnbsp monthly 0.5 2025-03-02 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/74b87be7-e6ce-4726-8453-e12d0c2cad36/March+2025+donor+introduction.jpg Donor Newsletter Content Archives - Tax tips, making your gifts efficient, and lifetime giving  - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2025/2/1/celebrating-the-causes-you-love-missed-deadlines-and-the-paradox-of-choice monthly 0.5 2025-02-02 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/6641a52b-11b2-44c9-8505-d45af3808345/donor+introduction+photo.jpg Donor Newsletter Content Archives - Celebrating the causes you love, missed deadlines, and the paradox of choice - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2025/1/1/due-diligence-budgeting-and-family-philanthropy-tips monthly 0.5 2025-01-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1735756995953-U14T0S5DXV1QSP99YEUJ/unsplash-image-5Q07sS54D0Q.jpg Donor Newsletter Content Archives - Due diligence, budgeting, and family philanthropy tips - Make 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and generational impact  - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2024/10/1/funds-for-year-end-gifts-from-your-ira-and-assets-you-can-give-to-your-fund monthly 0.5 2024-10-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/d0dbd786-6d27-42d0-9613-6023c7fcfe17/your+friends.jpg Donor Newsletter Content Archives - Funds for year-end, gifts from your IRA, and assets you can give to your fund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2024/8/31/quasi-endowments-the-standard-deduction-and-why-giving-makes-you-smile monthly 0.5 2024-09-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/b3e3a32b-99b3-49cf-bb8e-81827a9572e1/not+exactly+the+same.jpg Donor Newsletter Content Archives - "Quasi-endowments," the standard deduction, and why giving makes you smile - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2024/7/31/good-habits-making-a-move-and-the-kitchen-sink monthly 0.5 2024-08-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/3347b72e-4ef6-4dd1-90fa-802d3b156192/inspire+good+giving.jpg Donor Newsletter Content Archives - Good habits, making a move, and the kitchen sink - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2024/6/30/tax-laws-up-in-the-air-philanthropy-personalities-and-forward-worthy-reading-material monthly 0.5 2024-07-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/2c92c601-6c97-4555-a7da-181617503ecb/up+in+the+air.jpg Donor Newsletter Content Archives - Tax laws 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Donor Newsletter Content Archives - Keeping advisors informed, donor-advised fund do's and don'ts, and creative ways to give to education - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2024/4/1/the-power-of-endowment-gifts-treating-your-community-like-family-and-the-business-of-giving monthly 0.5 2024-04-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/5a255ab4-0832-4d7f-a215-77f324ff0aa9/power+of+endowment.jpg Donor Newsletter Content Archives - The power of endowment gifts, treating your community like family, and the business of giving - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2024/2/29/making-regular-donor-advised-fund-contributions-meetings-focused-on-you-and-whats-up-in-washington monthly 0.5 2024-03-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/3b614fbf-352a-4b1f-815f-eadbfde70326/circle.jpg Donor Newsletter Content Archives - Making regular donor-advised fund contributions, meetings focused on you, and what’s up in Washington - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2024/2/1/estate-planning-and-showing-you-care-big-and-small-gifts-and-what-happens-with-a-bequest monthly 0.5 2024-02-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/aeca03a1-db33-4dfb-8614-62e9efa7ba64/big+and+small.jpg Donor Newsletter Content Archives - Big and small gifts, estate planning and showing you care, and what happens with a bequest - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2023/12/31/tax-tips-for-a-new-year-planned-giving-pointers-and-providing-guidance-for-loved-ones monthly 0.5 2023-12-31 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/4324b8e2-4fa8-48ff-ab53-cac1b4485d09/transparent.jpg Donor Newsletter Content Archives - Tax tips for a new year, planned giving pointers, and providing guidance for loved ones - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2023/12/1/structured-family-philanthropy-think-hub-not-autopilot-and-whats-up-with-the-sunset monthly 0.5 2024-05-10 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1883946e-78c4-4a07-a64b-0e285ef044b7/family+process.jpg Donor Newsletter Content Archives - Structured family philanthropy, think "hub" not autopilot, and what's up with the sunset - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2023/11/1/get-ahead-of-the-year-end-rush-crisis-giving-and-benefits-of-complex-giving monthly 0.5 2023-11-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/942849ce-6eb3-4b2b-9b8f-d504dc1ef34d/holiday+warmth.jpg Donor Newsletter Content Archives - Get ahead of the year end rush, crisis giving, and benefits of complex giving - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2023/10/9/avoid-year-end-giving-stress-savvy-retirement-planning-doing-good-and-feeling-better monthly 0.5 2023-10-09 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/02a7a5cd-1846-4500-821d-327bf4099ab6/retire.jpg Donor Newsletter Content Archives - Avoid year-end giving stress, savvy retirement planning, 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https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/fbcfe38d-144a-4dd0-881c-e0f2fbeccbe0/unique+gift.jpg Donor Newsletter Content Archives - Family philanthropy reading and tips for the giving season - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2022/11/1/checkout-charity-feeling-good-and-the-perfect-thanksgiving-plate monthly 0.5 2022-11-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/5b0f6cf4-8e56-4dfe-8451-9883fbc15c84/pie.jpg Donor Newsletter Content Archives - Checkout charity, feeling good, and the perfect Thanksgiving plate - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2022/10/1/altruism-bright-spots-in-a-volatile-economy-and-tips-for-disaster-giving monthly 0.5 2022-10-01 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https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663620058538-5O2M29K6J6ILM0EUKF5F/unsplash-image-Y8QTiWuzYSs.jpg Donor Newsletter Content Archives - Your charitable giving "personality," donor-advised funds, and scholarships - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2022/5/1/giving-retirement-plans-to-charity-cause-marketing-family-philanthropy-planning monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663619819144-PLHUNA1QV4TCCIN2XUQI/unsplash-image-Cc10IJDoj78.jpg Donor Newsletter Content Archives - Giving retirement plans to charity, cause marketing, family philanthropy planning - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/2022/4/1/serving-on-boards-estate-planning-accountability-in-charitable-giving-and-transferring-a-private-foundation monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663619604435-DFB3B7V0VURH8PKHWXA6/unsplash-image-5QgIuuBxKwM.jpg Donor Newsletter Content Archives - Serving on boards, estate planning, accountability in charitable giving, and transferring a private foundation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/donor-newsletter-content-archives/category/Donor+Newsletter monthly 0.5 https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives daily 0.75 2026-04-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663621300358-UZ1261ZK46WN762H4NUY/unsplash-image-wXuzS9xR49M.jpg Nonprofit Newsletter Content Archives 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https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2025/11/30/cut-and-paste-messages-for-year-end-finishing-2025-strong-and-engaging-purpose-driven-corporate-donors monthly 0.5 2025-12-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/a7c2cfc3-130c-4e78-a24a-a2a1b229aff2/introduction+December+2025+nonprofit.jpg Nonprofit Newsletter Content Archives - Cut-and-paste messages for year-end, finishing 2025 strong, and engaging purpose-driven corporate donors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2025/11/1/rallying-donors-to-address-urgent-needs-getting-loud-about-qcds-and-asking-for-more-in-2025 monthly 0.5 2025-11-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/2cc503c4-0de7-4187-899c-b9cc35422ee9/ask+for+more+November+2025+nonprofit.jpg Nonprofit Newsletter Content Archives - Rallying 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https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2025/6/30/bequest-giving-the-magic-of-recurring-donations-and-what-to-know-about-tax-legislation monthly 0.5 2025-07-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/baeb29d4-0a07-4868-bfb5-68529e9bb7ce/introduction+July+2025+nonprofit.jpg Nonprofit Newsletter Content Archives - Bequest giving, the magic of recurring donations, and what to know about tax legislation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2025/6/1/matching-gifts-staying-hopeful-and-keeping-an-eye-on-proposed-legislation monthly 0.5 2025-06-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/00a7564e-c351-46c4-9af5-34d0fafe306a/matching+gifts+June+2025+nonprofit.jpg Nonprofit Newsletter Content Archives - Matching gifts, staying hopeful, and keeping an eye on proposed 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https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/55e02f99-c107-4a9e-b612-1e4ef6139cfb/nonprofit+introduction+photo.jpg Nonprofit Newsletter Content Archives - Make 2025 great: Donor engagement and endowment fundraising calendar - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2025/1/1/engaging-donors-hearts-and-minds-fundraising-tips-for-board-members-and-tax-laws-to-watch monthly 0.5 2025-01-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1735757225149-8ETJFO145YMN5W121I5O/unsplash-image-tSlvoSZK77c.jpg Nonprofit Newsletter Content Archives - Engaging donors' hearts and minds, fundraising tips for board members, and tax laws to watch - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2024/12/1/crypto-gifts-timing-of-bequest-distributions-and-inspiring-charitable-children monthly 0.5 2024-12-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/6ee463af-a58d-47eb-8159-d76a7442eed7/cryptocurrency.jpg Nonprofit Newsletter Content Archives - Crypto gifts, timing of bequest distributions, and inspiring charitable children - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2024/11/1/election-aftermath-year-end-reminders-and-planned-giving-for-executives monthly 0.5 2024-11-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/e43d1a09-cc2e-43ba-8ff7-858eca06f8a7/dust+settles.jpg Nonprofit Newsletter Content Archives - Election aftermath, year-end reminders, and planned giving for executives - Make it stand out Whatever it is, the way you 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fund, and going big with planned giving - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2024/7/31/make-a-will-month-messages-the-power-of-friendsnbspand-family-and-endowment-faqs monthly 0.5 2024-08-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/27fcddec-4012-45ed-8f5f-a0cacaea1474/in+a+pinch.jpg Nonprofit Newsletter Content Archives - Make-A-Will Month, the power of friends and family, and endowment FAQs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2024/7/1/sweet-trends-among-millionaire-donors-engaging-donors-with-giving-statistics-and-sunset-reminders monthly 0.5 2024-07-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/bab7078e-6557-4590-a81e-08f4fdebc00c/stack+up.jpg Nonprofit Newsletter Content Archives - Stack the stats in your favor, trends among millionaire donors, and sunset reminders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2024/6/1/summer-fundraising-talking-about-endowments-and-trends-to-watch monthly 0.5 2024-06-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/25e83d30-82ce-4f42-ac68-db8f91952d28/donor+viewpoint.jpg Nonprofit Newsletter Content Archives - Summer fundraising, talking about endowments, and trends to watch - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2024/5/1/donors-due-diligence-avoiding-jargon-and-non-marketable-gift-reminders monthly 0.5 2024-05-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/32d17a31-0d47-4c76-9d12-945b33014c04/prepared.jpg Nonprofit Newsletter Content Archives - Donors' due diligence, avoiding jargon, and non-marketable gift reminders - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2024/4/1/planned-giving-playbook-real-estate-jumpstarts-a-major-gift monthly 0.5 2024-04-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/7951aae8-7599-4f5d-84ff-073e3df09fdb/undeveloped+property.jpg Nonprofit Newsletter Content Archives - Planned giving playbook: Real estate jumpstarts a major gift - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2024/3/1/jumpstart-gifts-of-stock-donor-advised-fund-statistics-and-updating-your-board-of-directors monthly 0.5 2024-03-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/f6418cdf-cc63-4930-81ae-d091bdb79937/leap.jpg Nonprofit Newsletter Content Archives - Jumpstart gifts of stock, donor-advised fund statistics, and updating your board of directors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2024/2/1/five-common-donor-questions-about-qcds-and-more-love-for-your-endowment monthly 0.5 2024-02-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1e8f7a7f-30aa-4825-b756-887c7384fcc0/five.jpg Nonprofit Newsletter Content Archives - Five common donor questions about QCDs and more love for your endowment - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/12/31/endowment-giving-for-younger-donors monthly 0.5 2024-01-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/0e6f3a84-1195-40f4-a718-7f7c620b7be7/generations.jpg Nonprofit Newsletter Content Archives - Giving trends, younger donors, and endowment basics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/12/1/direct-mail-business-owners-as-endowment-donors-and-a-few-cautions monthly 0.5 2023-12-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1701440845309-J65UHZYKMWPLWDQILGMH/image-asset.jpeg Nonprofit Newsletter Content Archives - Direct mail, business owners as endowment donors, and a few cautions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/11/1/maximize-matching-gifts-why-give-and-rallying-your-donors monthly 0.5 2023-11-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/523dce5d-a898-4577-a1e5-9a550edd5b9b/why+give.jpg Nonprofit Newsletter Content Archives - Maximize matching gifts, why give, and rallying your donors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/10/9/endowment-stories-playbook monthly 0.5 2023-10-09 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/2058fcfb-ba0a-4c38-af8b-0e14630bbf29/heart.jpg Nonprofit Newsletter Content Archives - How to build your endowment-specific fundraising stories - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/9/1/key-messages-to-encourage-charitable-giving monthly 0.5 2023-09-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/4fedcd21-6f53-42ac-b0c5-fc9abb5fea28/key+messages.jpg Nonprofit Newsletter Content Archives - Key messages to encourage charitable giving - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/8/1/tax-reform-is-on-your-donors-minds-avoiding-unrelated-business-activities-and-lean-into-make-a-will monthly 0.5 2023-08-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/14d00052-a7f6-43a6-9f18-ac7323d0d343/oh+no.jpg Nonprofit Newsletter Content Archives - Tax reform is on your donors' minds, avoiding "unrelated business activities," and lean into Make-a-Will Month - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/7/1/growing-your-endowment-with-stock-gifts monthly 0.5 2023-07-02 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/be0c6381-9259-46ad-bf76-5d97e87b5e4b/grow.jpg Nonprofit Newsletter Content Archives - Growing your endowment with stock gifts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/6/1/planning-for-2025-a-summer-boost-for-your-endowment-and-protecting-your-exemption monthly 0.5 2023-06-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1685633231681-P0OA7TPG3INFB0GKZGY6/image-asset.jpeg Nonprofit Newsletter Content Archives - Planning for 2025, a summer boost for your endowment, and protecting your exemption - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/5/1/q60803p81hun0zwv7lt7o7x71a01kg monthly 0.5 2023-05-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/85e63e07-7851-4839-ba66-8da4481e7809/ask+questions.jpg Nonprofit Newsletter Content Archives - Asking about donor-advised funds, leveraging bunching, and recommended reading - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/4/1/bank-sector-unease-investment-level-set-pending-legislation-and-donor-advised-funds monthly 0.5 2023-04-02 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/711e2f66-b4dc-44a6-afd3-14fbf8a4c99a/level+set.jpg Nonprofit Newsletter Content Archives - Bank sector unease, investment level-set, pending legislation, and donor-advised funds - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/3/1/engaging-your-board-in-planned-giving-building-donor-trust-and-avoiding-slip-ups-with-gifts-of-alternative-assets monthly 0.5 2023-03-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/dd79cb1b-cadc-46ab-84b3-f1079d62dd67/trust.jpg Nonprofit Newsletter Content Archives - Engaging your board in planned giving, building donor trust, and avoiding slip ups with gifts of alternative assets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/2/1/endowments-and-assets-donors-can-contribute-plus-the-reality-that-hybrid-events-may-be-here-to-stay monthly 0.5 2023-02-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1675115629477-H7KW74XV2AIXZLO8PARB/unsplash-image-mODxn7mOzms.jpg Nonprofit Newsletter Content Archives - Endowments and assets donors can contribute, plus the reality that hybrid events may be here to stay - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2023/1/1/hello-legacy-ira-managing-your-board-through-a-downturn-and-tapping-social-media-to-ease-fundraiser-burnout monthly 0.5 2023-01-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/791ee892-3387-4949-81d3-016b164ddcdc/and+hello+new+year.jpg Nonprofit Newsletter Content Archives - Hello Legacy IRA, managing your board through a downturn, and tapping social media to ease fundraiser burnout - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2022/12/1/staying-positive-about-fundraising-and-growing-your-endowment monthly 0.5 2022-12-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/542bc55a-48a1-4020-9ae0-3f4c73ca5aa6/fingers+crossed.jpg Nonprofit Newsletter Content Archives - Staying positive about fundraising and growing your endowment - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2022/11/1/getting-creative-givingtuesday-and-exercising-endowment-caution monthly 0.5 2022-11-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/92bcf07a-6d06-46c8-9ceb-e32b7ecb7844/creative.jpg Nonprofit Newsletter Content Archives - Getting creative, GivingTuesday, and exercising endowment caution - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2022/9/30/feeling-that-pinch-fundraising-food-for-thought monthly 0.5 2022-10-01 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/104bc9e5-0230-49cc-9d5c-9723a0db87ac/emmy-smith-LEjEst7lLfU-unsplash+%281%29.jpg Nonprofit Newsletter Content Archives - Feeling that pinch: Fundraising food for thought - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2022/9/1/board-diversity-understanding-the-critical-role-of-inclusion-in-building-endowments monthly 0.5 2022-09-30 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663625838843-RGBBQPWX6KI9W60CA80I/unsplash-image-TZZwC_xsClY.jpg Nonprofit Newsletter Content Archives - Board diversity: Understanding the critical role of inclusion in building endowments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2022/8/1/planned-giving-tips-worth-repeating monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663625673521-BU7DYSYOBKFUVQOP2SA4/unsplash-image-UGbzdUdKKXI.jpg Nonprofit Newsletter Content Archives - Planned giving tips worth repeating - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2022/7/1/avoiding-planned-giving-pitfalls monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663625401390-6NBXQXLXKN0VUYP4ML7Z/unsplash-image-MggK54YixfU.jpg Nonprofit Newsletter Content Archives - Avoiding planned giving pitfalls - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2022/5/1/study-up-on-gift-acceptance-policies-to-grow-your-endowment monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663625249689-LU8I247RKMSZU7B370UP/unsplash-image-tzsUJD0TGkk.jpg Nonprofit Newsletter Content Archives - Study up on gift acceptance policies to grow your endowment - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2022/5/1/charitable-deduction-rules-hot-topics-in-historical-context monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663625550219-QWK7PQ2FDWT2CAP51SU0/unsplash-image-q-7bNhmWVv4.jpg Nonprofit Newsletter Content Archives - Charitable deduction rules: Hot topics in historical context - Make it stand out Whatever it is, the way you tell your story online can make all the 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https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2021/11/1/an-update-on-qcds-and-messages-to-help-raise-endowment-gifts monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663624439149-4GHWJI5C23Z7XZL5LKXX/unsplash-image-lp1AKIUV3yo.jpg Nonprofit Newsletter Content Archives - An update on QCDs and messages to help raise endowment gifts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2021/9/1/unlocking-gifts-of-life-insurance-and-s-corporation-stock monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663624234835-Z300DP29QVYGYWP9CPDF/unsplash-image-OjSG0E_qcbo.jpg Nonprofit Newsletter Content Archives - Unlocking gifts of life insurance and S corporation stock - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2021/8/1/fundraising-in-challenging-times-getting-big-fish-to-bite monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663624103967-55XPRGI27L4J4A3HXD9O/unsplash-image-WfIeAGDJZvU.jpg Nonprofit Newsletter Content Archives - Fundraising in challenging times: Getting big fish to bite - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2021/7/1/building-your-endowment-with-hard-to-value-assets-and-specialty-funds monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663623723354-GPMZ1HHGTG5SEMQ81T1Z/unsplash-image-acowe0pCVBg.jpg Nonprofit Newsletter Content Archives - Building your endowment with gifts of hard-to-value assets and specialty donor funds - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2022/6/1/do-your-reserves-need-a-check-up monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663623541697-86T1GGSHVDDFDHOR681Y/unsplash-image-8hHxO3iYuU0.jpg Nonprofit Newsletter Content Archives - Do your reserves need a check up? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/nonprofit-newsletter-content-archives/2021/5/1/the-pandemic-and-your-organization-tips-for-donor-support monthly 0.5 2022-09-19 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1663623322814-6S10R3NZOTNSAMZNOQCE/unsplash-image-TyLw3IQALMs.jpg Nonprofit Newsletter Content Archives - The pandemic and your organization: Tips for donor support - Make it stand out Whatever it is, the way you tell your story online can make all the difference. 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It is so easy to support our many favorite charities, keep track of everything, and give our accountant a single receipt at tax time.” —Sally and James Inabnit https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656099401315-4KCCQD9CPDKSA59BS3KR/unsplash-image-V3dHmb1MOXM.jpg Donor-Advised Fund Fact Sheet - Your family’s philanthropic legacy Why establish a donor-advised fund instead of a private foundation? Establishing a donor-advised fund at a community foundation offers nearly the same functionality as a private foundation, in that you and your family members can use either vehicle to support your favorite charitable causes and organizations. A donor-advised fund, though, unlike a private foundation, provides maximum tax benefits (higher AGI limitations and fair market valuation for contributing hard-to-value assets), is not subject to excise taxes, and permits confidentiality (including the ability to grant anonymously to charities). As well, the experienced team at the community foundation handles accounting, bookkeeping, and filing requirements for an economical administrative fee, and our team serves as an experienced sounding board for your charitable decisions. https://emboldencontentlibrary.com/unrestricted-fund-fact-sheet daily 0.75 2025-12-26 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656099869971-9LA892DO8OTN88RTQ89Q/unsplash-image-AEaTUnvneik.jpg Unrestricted Fund Fact Sheet - “We trust the community foundation to know where help is needed. We want to improve lives, right here in this community, for generations to come, whatever challenges our region may face. That’s why we established an unrestricted fund to support the community’s greatest needs at any point in time.” —Emily and Jesse Reed https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656102463459-6YMFGN8V4EF6O797N92C/unsplash-image-nk-xUZwSjR4.jpg Unrestricted Fund Fact Sheet - Tax-savvy giving Using your IRA to build your unrestricted fund If you (and/or your spouse!) own an IRA, you are in luck because the moment you pass the age of 70 1/2, you may be eligible to make annual distributions up to $111,000 per spouse (2026 allowance) from those accounts directly to your unrestricted fund at the community foundation. This is called a “Qualified Charitable Distribution,” or “QCD.” Not only do QCD transfers count toward satisfying your Required Minimum Distributions, but you also avoid the income tax on those funds. Furthermore, those assets are no longer part of your estate upon your death, so you can avoid estate taxes, too. https://emboldencontentlibrary.com/scholarship-fund-fact-sheet daily 0.75 2025-12-26 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656103529503-BTMQ446K6T9C0EXXSC8R/unsplash-image-2RouMSg9Rnw.jpg Scholarship Fund Fact Sheet - “Without question, my career achievements would not have been possible without the post-high school education I was so fortunate to be able to afford. So many young people aren’t that lucky. I want to do my part to change that. That’s why I established a scholarship fund at the community foundation.” —Kimberly and Steve Lofgren https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656104212574-SF3EKZ1VVWHRAKOAVHRN/unsplash-image-WE_Kv_ZB1l0.jpg Scholarship Fund Fact Sheet - Using your IRA to fund scholarships If you’re 70 1/2, consider a Qualified Charitable Distribution. Through a Qualified Charitable Distribution (“QCD”), anyone who is 70 ½ or older may distribute up to $111,000 (2026 allowance) annually from an IRA directly to a “qualifying” charity. A scholarship fund at the community foundation is considered by the IRS to be a qualifying charity to receive a QCD. https://emboldencontentlibrary.com/agency-fund-fact-sheet daily 0.75 2022-06-25 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656194155519-TUGARQK45WFOB3O2AEKT/unsplash-image-ZT5v0puBjZI.jpg Agency Fund Fact Sheet - “Our board of directors was at a loss as to how to grow our endowment, how to structure and accept gifts of real estate and other hard-to-value assets, and how to follow best practices for establishing and following our investment policy. Happily, with our agency fund, the community foundation stepped in as our behind-the-scenes back office, and now our board and staff can focus on our programs and our donors.” —Carrie Patterson, Executive Director, Building Blocks of Hope https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656106044174-6EIKMGHAI0KLHPOYA3L9/unsplash-image-0AgtPoAARtE.jpg Agency Fund Fact Sheet - Keep growing. Working with the community foundation gives you the back up and confidence you need to secure major and complex donor gifts. The team at the community foundation strives to make it easy for your organization to establish, maintain, and grow your reserves or endowment funds at a reasonable cost. For example, we can help a donor structure a separate fund when the donor wants to give a complex asset and split the proceeds among several charities, including yours. We also are happy to help you navigate gifts of real estate, closely-held stock, or other hard-to-value assets. https://emboldencontentlibrary.com/field-of-interest-fund-fact-sheet daily 0.75 2025-12-26 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656108542943-P5XHJZAG26CRK7CWARC1/unsplash-image-y5yIrfZXNHg.jpg Field of Interest Fund Fact Sheet - “The arts are our priority. Over the years, we’ve given to many local organizations, ranging from grassroots charities led by artists to established museums and performance halls. The community foundation has always been by our side, providing us with expertise and research. Ultimately, we decided that our dollars would have the greatest impact if we formally involved the community foundation in grant making. That’s why we set up a field of interest fund.” —Emily and Jesse Reed https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656108675690-BUDLE89GAOX6SNNVUB0E/unsplash-image-unRkg2jH1j0.jpg Field of Interest Fund Fact Sheet - Using an IRA to fund your area of interest Qualified Charitable Distributions made to your field of interest fund can further your philanthropic goals while reducing income taxes. If you (and/or your spouse) own one or more IRAs, you are in luck because the moment you pass the age of 70 1/2, you may be eligible to make annual distributions of up to $111,000 (based on the 2026 allowance) per spouse from those accounts directly to your field of interest fund at the community foundation. This is called a “Qualified Charitable Distribution,” or “QCD.” Not only does a QCD count toward satisfying your Required Minimum Distributions, but you also avoid the income tax on those funds. Furthermore, those assets are no longer part of your estate upon your death, so you can avoid estate taxes, too. You can use a QCD to fund a field of interest fund at the community foundation. https://emboldencontentlibrary.com/designated-fund-fact-sheet daily 0.75 2025-12-26 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656108970726-A4ZOMC99S8YD9PNMWWL0/unsplash-image-Zyx1bK9mqmA.jpg Designated Fund Fact Sheet - “Our family has supported the same small, local college for decades. We want that support to continue, but we also want to be sure that our funds are used effectively. What’s more, we want to keep our funds out of the reach of the college’s creditors if the college gets into financial trouble in these challenging times. Our designated fund at the community foundation accomplishes all of that.” —Melinda Wells https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656108931540-VB59EFYVZ0HRRSZBOHUI/unsplash-image-f8ld5zt3a3k.jpg Designated Fund Fact Sheet - Support your favorite organizations using your IRA. Qualified Charitable Distributions are a perfect vehicle for funding a designated fund. If you (and/or your spouse!) own one or more IRAs, you are in luck because the moment you pass the age of 70 1/2, you may be eligible to make distributions up to $111,000 (2026 limit) per person from those accounts directly to your designated fund at the community foundation. This is called a “Qualified Charitable Distribution,” or “QCD.” Not only does a QCD count toward satisfying your Required Minimum Distributions, but you also avoid the income tax on those funds. Furthermore, those assets are no longer part of your estate upon your death, so you can avoid estate taxes, too. The IRS permits making QCDs to designated funds. https://emboldencontentlibrary.com/your-fact-sheets daily 0.75 2022-09-06 https://emboldencontentlibrary.com/unrestricted-fund-from-qcd daily 0.75 2022-08-31 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656099869971-9LA892DO8OTN88RTQ89Q/unsplash-image-AEaTUnvneik.jpg Unrestricted Fund from a QCD Fact Sheet - “We trust the community foundation to know where help is needed. We want to improve lives, right here in this community, for generations to come, whatever challenges our region may face. That’s why we established an unrestricted fund to support the community’s greatest needs at any point in time.” —Emily and Jesse Reed https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656102463459-6YMFGN8V4EF6O797N92C/unsplash-image-nk-xUZwSjR4.jpg Unrestricted Fund from a QCD Fact Sheet - Tax-savvy giving Using your IRA to build your unrestricted fund If you (and/or your spouse!) own an IRA, you are in luck because the moment you pass the age of 70 1/2, you may be eligible to make annual distributions up to $100,000 per spouse from those accounts directly to your unrestricted fund at the community foundation. This is called a “Qualified Charitable Distribution,” or “QCD.” Not only do QCD transfers count toward satisfying your Required Minimum Distributions, but you also avoid the income tax on those funds. Furthermore, those assets are no longer part of your estate upon your death, so you can avoid estate taxes, too. https://emboldencontentlibrary.com/fact-sheet-on-field-of-interest-fund daily 0.75 2022-08-31 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656108542943-P5XHJZAG26CRK7CWARC1/unsplash-image-y5yIrfZXNHg.jpg Fact Sheet on Field of Interest Fund - “The arts are our priority. Over the years, we’ve given to many local organizations, ranging from grassroots charities led by artists to established museums and performance halls. The community foundation has always been by our side, providing us with expertise and research. Ultimately, we decided that our dollars would have the greatest impact if we formally involved the community foundation in grant making. That’s why we set up a field of interest fund.” —Emily and Jesse Reed https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656108675690-BUDLE89GAOX6SNNVUB0E/unsplash-image-unRkg2jH1j0.jpg Fact Sheet on Field of Interest Fund - Using an IRA to fund your area of interest Qualified Charitable Distributions made to your field of interest fund can further your philanthropic goals while reducing income taxes. If you (and/or your spouse) own one or more IRAs, you are in luck because the moment you pass the age of 70 1/2, you may be eligible to make annual distributions of up to $100,000 per spouse from those accounts directly to your field of interest fund at the community foundation. This is called a “Qualified Charitable Distribution,” or “QCD.” Not only does a QCD count toward satisfying your Required Minimum Distributions, but you also avoid the income tax on those funds. Furthermore, those assets are no longer part of your estate upon your death, so you can avoid estate taxes, too. You can use a QCD to fund a field of interest fund at the community foundation. https://emboldencontentlibrary.com/fact-sheet-agency-fund daily 0.75 2022-08-31 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656194155519-TUGARQK45WFOB3O2AEKT/unsplash-image-ZT5v0puBjZI.jpg Fact Sheet Agency Fund - “Our board of directors was at a loss as to how to grow our endowment, how to structure and accept gifts of real estate and other hard-to-value assets, and how to follow best practices for establishing and following our investment policy. Happily, with our agency fund, the community foundation stepped in as our behind-the-scenes back office, and now our board and staff can focus on our programs and our donors.” —Carrie Patterson, Executive Director, Building Blocks of Hope https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656106044174-6EIKMGHAI0KLHPOYA3L9/unsplash-image-0AgtPoAARtE.jpg Fact Sheet Agency Fund - Keep growing. Working with the community foundation gives you the back up and confidence you need to secure major and complex donor gifts. The team at the community foundation strives to make it easy for your organization to establish, maintain, and grow your reserves or endowment funds at a reasonable cost. For example, we can help a donor structure a separate fund when the donor wants to give a complex asset and split the proceeds among several charities, including yours. We also are happy to help you navigate gifts of real estate, closely-held stock, or other hard-to-value assets. https://emboldencontentlibrary.com/fact-sheet-on-scholarship-fund daily 0.75 2022-08-31 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656103529503-BTMQ446K6T9C0EXXSC8R/unsplash-image-2RouMSg9Rnw.jpg Fact Sheet on Scholarship Fund - “Without question, my career achievements would not have been possible without the post-high school education I was so fortunate to be able to afford. So many young people aren’t that lucky. I want to do my part to change that. That’s why I established a scholarship fund at the community foundation.” —Kimberly and Steve Lofgren https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656104212574-SF3EKZ1VVWHRAKOAVHRN/unsplash-image-WE_Kv_ZB1l0.jpg Fact Sheet on Scholarship Fund - Using your IRA to fund scholarships If you’re 70 1/2, consider a Qualified Charitable Distribution. Through a Qualified Charitable Distribution (“QCD”), anyone who is 70 ½ or older may distribute up to $100,000 annually from an IRA directly to a “qualifying” charity. A scholarship fund at the community foundation is considered by the IRS to be a qualifying charity to receive a QCD. https://emboldencontentlibrary.com/fact-sheet-on-donoradvised-fund-fact-sheet daily 0.75 2022-08-31 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1655840460744-VT8L9H9XOPRS6I39L0EO/unsplash-image-VJTMn8E7C4M.jpg Fact Sheet on Donor-Advised Fund Fact Sheet - “We love using our donor-advised fund to organize our giving. It is so easy to support our many favorite charities, keep track of everything, and give our accountant a single receipt at tax time.” —Sally and James Inabnit https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1656099401315-4KCCQD9CPDKSA59BS3KR/unsplash-image-V3dHmb1MOXM.jpg Fact Sheet on Donor-Advised Fund Fact Sheet - Your family’s philanthropic legacy Why establish a donor-advised fund instead of a private foundation? Establishing a donor-advised fund at a community foundation offers nearly the same functionality as a private foundation, in that you and your family members can use either vehicle to support your favorite charitable causes and organizations. A donor-advised fund, though, unlike a private foundation, provides maximum tax benefits (higher AGI limitations and fair market valuation for contributing hard-to-value assets), is not subject to excise taxes, and permits confidentiality (including the ability to grant anonymously to charities). As well, the experienced team at the community foundation handles accounting, bookkeeping, and filing requirements for an economical administrative fee, and our team serves as an experienced sounding board for your charitable decisions. https://emboldencontentlibrary.com/enter-a-meaningful-conversation daily 0.75 2022-10-07 https://emboldencontentlibrary.com/corporate-philanthropy-package daily 0.75 2024-06-06 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1667937705937-TP18YQN7E89DUNK589AM/unsplash-image-ZT5v0puBjZI.jpg Corporate Philanthropy Services - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://emboldencontentlibrary.com/executive-donoradvised-fund-package daily 0.75 2022-11-08 https://emboldencontentlibrary.com/family-philanthropy-services daily 0.75 2022-11-08 https://images.squarespace-cdn.com/content/v1/56510096e4b08f0af88bc67d/1667937385499-9P4J8PRDCR4LRNGXGLM3/unsplash-image-_JjYYsQPneE.jpg 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