Porch Chat with Jerit Tripp |
Jerit Tripp of Gilbert & Cook recently joined me on the Ruan Collaboration Deck, at the newly completed Community Foundation Campus, to talk about gifts of appreciated securities. In this short video, Jerit shares why a gift of stock can be a great way to give to causes your clients care about. He also provides reassurance that the last year and a half of rocky market conditions has not significantly affected the value of this giving strategy.
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Gifts of Cash or Stock: Is it a toss up?
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As we head into the summer months, it’s a good idea to touch base with your clients about their charitable giving budgets for 2023 and evaluate the types of assets that are best suited for each client to give to charity. In some cases, it will be best for your clients to give cash, but in others, stock is more appropriate.
- When preserving cash is a priority, giving appreciated, publicly-traded stock is effective and avoids capital gains tax.
- For clients whose portfolios are down significantly, this may be a year to consider contributing cash to a donor advised fund instead of donating highly-appreciated stock.
Read more here.
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For nearly 20 years, the Endow Iowa Tax Credit has been a valuable tool to maximize your client’s support of the causes they care about. To keep the Endow Iowa Tax Credit working for Iowans, the Iowa Economic Development Authority (IEDA), which oversees the Endow Iowa Tax Credit, announced changes to the program. One critical change is the discontinuation of the Endow Iowa Tax Credit waitlist on July 1, 2023. Learn more about what this means for your clients and contact us with questions.
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Professional Advisor Happy Hour
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Thursday, July 13 | 4:30 PM - 6:00 PM
Jasper Winery, 2400 George Flagg Parkway in Des Moines
Come join the Community Foundation and our Professional Advisors Council for wine and snacks at Jasper Winery as a token of our appreciation for your work in promoting charitable giving with your clients. Also planning to attend Jasper Winery’s Summer Concert Series? Join our happy hour as a pre-party for the concert and beat the crowds to parking and space on the lawn.
Register here.
Questions? Contact Peyton Haas at 515-447-4208 or haas@desmoinesfoundation.org.
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Professional Advisor Training- Deepening Relationships with Multi-Generational Clients
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September 28, 2023 | 8:30 AM - 9:30 AM
Maddie's Place C3 Training Center, 1910 Ingersoll Avenue in Des Moines
In this session, hear from Diane Higginbotham about the value of philanthropy as a relationship-builder to more robust client conversations across generations. Attendees will engage with tools to work with their clients to find their philanthropic identity, gain knowledge to introduce the topic of philanthropy in client meetings and hear how the Community Foundation can partner with them for the benefit of clients.
Register here.
Questions? Contact Peyton Haas at 515-447-4208 or haas@desmoinesfoundation.org.
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