The nonprofit sector accounts for more than 12 million jobs in the United States, and job growth in the nonprofit sector in recent years has outpaced job growth in the private sector. As an advisor, you are more likely than …
Disaster philanthropy: Your clients and the important role of individual philanthropy
Sadly, your philanthropic clients have likely grown accustomed to making charitable donations to support disaster relief. Individual donations provide critical resources to help communities recover from the many disasters–weather, fire, humanitarian, disease, war–that occur each year.
In the wake of …
Hanging in there: Charitable giving in a challenging economy
Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health. Survey results varied …
2022 HOWARD KOEPKA COLLABORATIVE SPIRIT AWARD
(See the 2022 Recipient of this award here.)
Howard Koepka’s calling was to connect and mobilize people and organizations to serve. He did everything from organizing community service days in greater Atlanta to building a school, church and orphanage in …
Keeping Track of Your Charitable Donations is More Important Than Ever
When the Inflation Reduction Act was signed into law in August, many taxpayers were relieved that the Act did not include heavily-debated proposed tax hikes that were so prominent in early versions of the legislation. What’s weighing on a lot …
Barbara Hickey Children’s Fund 2022 Cobb Diaper Day
Because hygiene items like diapers are not covered by food stamps, low income families often must make difficult choices between food and diapers. Cobb Diaper Day Founder Barbara Hickey was shocked to learn just how expensive diapers can be when …
2022 End of Year Giving Deadlines
December is National Giving Month. Last year, one-third of all giving was done in December. This year, the last day of 2022 will fall on a weekend and that will require some planning ahead.
Planning to:
📌 establish a Donor …
Welcome Waymark Foster Fund
Did you know?
80% of prison inmates are former foster children.
60-80% of those involved in human trafficking are currently or were once part of the foster care system.
The lack of family support and connection experienced by foster children …
Inherited IRAs: Big headache, or big opportunity?
Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs.
What’s the back story?
Until the law changed a few years …
Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The client and dozens of fellow employee shareholders are now flush with cash. “I’d like to use some of the money …
