Porch Chat with Jason Gunkel
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Jason Gunkel of Syverson Strege and Co. joined me on the porch to talk about client conversations. In this short video, Jason shares his thoughts on the frequency and content of the client meeting as well as some of the reasons it might be time to introduce the Community Foundation into the conversation.
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Client Conversations: Why Your 2023 Agenda Must Include Charitable Giving
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No doubt, your news feed includes far more articles about philanthropy as a planning tool for your clients than it did just a few years ago. Charitable giving has always been an important subject of client discussions for attorneys, accountants, and financial advisors. What’s changed is that widespread coverage of both major charitable gifts and the ease of making online donations has prompted more of your clients to pay attention to philanthropy.
Among the dozens of reasons to talk with your clients about their charitable giving plans, learn what many advisors consider to be the top three in this article.
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Big Changes Coming to the Endow Iowa Tax Credit
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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, has announced immediate changes to the program. One critical change is the discontinuation of the Endow Iowa Tax Credit waitlist on July 1, 2023. We are encouraging all donors to make Endow Iowa qualified gifts by June 15, 2023. Learn more about the changes to the Endow Iowa Tax Credit program and contact us with questions.
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Secure Act 2.0 and Its Impact on Charitable Giving
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Known collectively as “Secure 2.0,” these laws may affect your clients saving and their giving. They may even make it easier for your clients to make a difference for the causes you care about. Here are three important things included in Secure 2.0 that you should know about:
- Increases the required minimum distribution (RMD) age
- Adjusts for inflation the $100,000 annual limit on direct gifts to qualified charities from your IRA
- Allows for a distribution from an IRA to fund a life-income gift
Read more about these three changes and the charitable solutions they can provide to your clients in this article.
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Nonprofit Training: The $80 Billion Gamble
Thursday, March 30 | 9:00 - 10:30 a.m.
Join us to hear Terry Rich, a 25-year CEO, share about his experience as the Iowa Lottery President & CEO during one of the biggest lottery frauds in U. S. history. His reflections will help you consider strategies and leadership approaches that can be applied to implement your mission and preserve your organization’s reputation should trouble arise.
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Community Foundation Celebration Luncheon
Wednesday, April 5 | 11:30 a.m. - 1 p.m.
Join us Wednesday, April 5 at the Community Choice Credit Center Ballroom to celebrate the many ways the Community Foundation is promoting charitable giving, connecting donors with causes they care about and providing leadership on important community issues...we're simply better together.
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Deepening Relationships with Multi-Generational Clients through Philanthropy
Wednesday, May 3 | 3:30 - 4:30 p.m. with reception and a tour of the new Community Foundation C3 Center to follow.
Join us to hear from Joanne Cohen of 21/64 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.
This session will be eligible for one hour of continuing education credit.
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