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Accountants
Tax professionals are often the first to identify the “charitable moment”, whether it is a liquidity event, a spike in income, or a need for a significant deduction.
By partnering with the Community Foundation, a trusted tax advisor moves beyond compliance to proactively use philanthropy as a tool for maximizing a client’s after-tax impact.
Why Include Charitable Giving in Your Conversations?
- “Bunching” Strategies: Help clients exceed the standard deduction by “bunching” several years of charitable contributions into a single tax year via a Donor Advised Fund.
- Complex Asset Expertise: We can facilitate the donation of non-cash assets, such as closely held stock, real estate, or business interests, which can provide a significant tax deduction at fair market value.
- Simplified Tax Reporting: Instead of tracking dozens of individual receipts from various non-profits, your client receives one consolidated tax receipt from the Community Foundation.
- QCD Optimization: Assist clients with Required Minimum Distributions (RMDs) by facilitating Qualified Charitable Distributions (QCDs) directly to eligible funds, reducing their adjusted gross income.
