Here’s what we are covering in April’s Trending Topics 2:
For clients with private foundations, simplifying the structure may be top of mind. Transferring assets to a donor-advised fund at the SRCCF can reduce administrative burdens, but a thoughtful transition—including proactive communication with nonprofit grantee —is essential to maintaining strong relationships and continued community impact.
The possibility of a sustained down market can influence how clients think about giving. A case study highlights how you can help clients stay focused, identify tax-efficient opportunities such as gifts of appreciated stock, and remain responsive to increasing community needs during uncertain times by working with the community foundation.
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