Wealth Advisors: There’s Still Time to Help Your Clients Give in 2023

Sarah NavranProfessional Advisors

When it comes to financial planning, the relationship between wealth advisors and their clients can extend deeper than money. As the architect and partner in your clients’ financial journeys, you can also support your clients’ vision of the future for themselves, their loved ones and their legacies through their philanthropy. One vehicle you can recommend to your clients is a …

Charitable Solutions for Business Owners: Greater Impact, Fewer Worries

breiby@growyourgiving.orgCommunity Foundation News, Corporate Charitable Giving, Professional Advisors

If you own a private company, you might have a long list of things that keep you up at night. After you tick through budgets, employees, customers and competitors, is your exit strategy at the bottom of the list? If you’re not a late-night worrier, maybe you spend your nights dreaming of retirement, knowing that you’re working hard now to …

Planning Your Year-End Giving

breiby@growyourgiving.orgCommunity Foundation News, Individual & Family Giving, Professional Advisors

As we approach the end of the year, our team is ready to process your year-end grants to nonprofits and contributions to your charitable fund. All assets must be received by Dec. 31 to qualify for a 2022 tax deduction. Please keep the following dates in mind when contributing to your fund. Contact our team with questions – we’re here …

How to Grant from Your Donor-Advised Fund in a Down Market

breiby@growyourgiving.orgIndividual & Family Giving, Professional Advisors

When the market is volatile, investment experts will tell you to keep your emotions out of your decisions and stay the course. But for many, charitable giving is inherently emotional. Stories of those in need tug at our heartstrings, and as the market turns downward, our communities’ needs grow. So it’s critical that we can access donor-advised fund assets to …

Planning 2021 Year-End Contributions and Grants

breiby@growyourgiving.orgCommunity Foundation News, Corporate Charitable Giving, Individual & Family Giving, Professional Advisors

We’re helping our donors make the most of their giving as the holiday giving season approaches. Here are a few deadlines to keep in mind: Publicly traded securities can take up to two weeks to process. We suggest initiating the contribution by Dec. 13 and notifying us at investmentteam@growyourgiving.org. Assets must be received by Dec. 31.     For wire …

Donor-Advised Funds: A Critical Component of our Philanthropic Ecosystem

breiby@growyourgiving.orgIndividual & Family Giving, Professional Advisors

The Greater Kansas City Community Foundation’s goal is to provide our donors with a great giving experience. Part of that experience includes the ability to give strategically via donor-advised funds, which could span decades or multiple generations. From time to time, there are rumblings of legislation impacting donor-advised funds. We always have our ear to the ground in D.C. Right …

The Next Generation of Philanthropy: A Conversation with Sharna Goldseker and Michael Moody

breiby@growyourgiving.orgCorporate Charitable Giving, Individual & Family Giving, Professional Advisors

Philanthropic experts Sharna Goldseker and Michael Moody join Senior Philanthropic Advisor Gwen Wurst on the Grow Your Giving podcast to discuss how younger generations are approaching philanthropy and how families can navigate multigenerational giving. Sharna and Michael are co-authors of the bestselling book Generation Impact: How Next Gen Donors Are Revolutionizing Giving. Listen to their conversation online or wherever you …

Year-End Giving Tax Strategies: A Conversation with Vice President & Corporate Counsel Corey Ziegler

breiby@growyourgiving.orgIndividual & Family Giving, Professional Advisors

In part one of a two-part series on year-end giving on the Grow Your Giving podcast, Community Foundation Vice President and Corporate Counsel Corey Ziegler recently shared five strategies to consider for tax-efficient charitable giving in the last few weeks of the year. Corey discussed the following topics: The CARES Act IRA Qualified Charitable Distributions Bunching Donations in a Donor-Advised …

CARES Act: Charitable Deduction Summary

breiby@growyourgiving.orgCorporate Charitable Giving, Individual & Family Giving, Professional Advisors

The CARES Act, signed into law on March 27, includes provisions that affect both individual and corporate donors. Specifically: 60% of AGI Limit Suspended for 2020 For the 2020 tax year, individuals can deduct any cash contributions made to qualified charitable organizations, up to 100% of their adjusted gross income (AGI). Deductions for cash donations were previously limited to 60% …

Making a Greater Impact: A Conversation with Mollie Carter and Paul Chan

breiby@growyourgiving.orgIndividual & Family Giving, Professional Advisors

Greater Kansas City Community Foundation Investment Analyst Trey Corbett sat down with Community Foundation donors Mollie Carter and Paul Chan on the most recent episode of the Grow Your Giving podcast to discuss impact investing, a strategy where donors use their charitable assets to make a social or environmental impact with a financial return. The Community Foundation has helped donors …