Lunch is on Us - Topic: How the Round Rock Community Foundation Can Help You Help Your Client
Join us Thursday May 3rd, 11:30am to 1pm for a "lunch and learn" at the Round Rock Chamber of Commerce board room. Laura Hansen Dean, JD, the Executive Director of Gift Planning at UT, will be our speaker. Please RSVP so we can save a place and order a lunch for you. Register now.
|
Professional Advisors Council
Bruce Bessner - Chisholm Trail Financial - Committee Chair, Bio
Rick Akins - Akins, Nowlin and Prewitt, Bio
Connie Bradley - Maxwell Ritter and Locke, Bio
John Jefferson - Merrill Lynch Wealth Management, Bio
Frank Leffingwell - Leffingwell and Associates, Bio
Florine Parker - Bjorge and Parker PC, Bio
Jason Rammel - Sheets & Crossfield, P.C., Bio
Mission Statement: The Professional Advisors Council provides education, resources and experience on charitable planning to promote strategic philanthropy in Round Rock and Williamson County.
Professional Advisors evidencing their support of the Foundation are considered for membership. More...
|
2013 Budget Proposes 28% Cap on Charitable Donations
President Obama's FY 2013 budget request includes a provision to cap at 28 percent the value of itemized deductions, including the deduction for charitable donations, for families earning over $250,000 per year. This marks the 4th consecutive budget and 7th time overall that the President has proposed capping the charitable deduction. The Greater Round Rock Community Foundation has asked Congressmen John Carter for his support in opposing this measure. More...
|
Foundation Supports Extension and Expansion of IRA Charitable Rollover
The proposal would expand tax-free distributions from individual retirement accounts for charitable purposes. More specifically, it proposes to extend the IRA charitable rollover beyond 2011; permit IRA rollovers to all charitable vehicles, including donor-advised funds, supporting organizations and private foundations; lift the $100,000 cap on distributions; and allow donors to make planned gifts beginning at age 59 � . More...
|
Creative Applications of Life Insurance in Charitable Lead Trusts
The time is right for the review of Charitable Lead Trust strategies in your clients' portfolios. That doesn't mean these strategies are only for clients with six-figure tax woes; clients appreciate CONTROL over their monies, and a well-structured and appropriately-funded CLAT or CLUT can go a long way in helping clients fully realize the value of their social capital. More...
|
Symbiotic Ways Private Foundations Use Community Foundations and Other Organizations
Many people who control private non-operating foundations find they do not offer as much planning flexibility as other types of giving vehicles and entities. In this article, Bryan Clontz, CFP of Charitable Solutions, LLC illustrates ten ways that community foundations and other organizations that sponsor donor advised funds and supporting organizations can assist private non-operating foundations in overcoming many of their limitations while enhancing effectiveness and flexibility. More...
|
Community Foundations have Earned the Trust of Thousands of Professional Advisors throughout the United States. Here's why:
We work through you. You stay in control of your client relationships; we're here to help you serve your clients' charitable giving needs.
We partner with you. We provide support, information, and expertise related to charitable giving options.
We help you build stronger relationships. Studies show that many high net worth individuals are expecting to talk about giving as they make financial plans with their advisors. They will appreciate the charitable impact and tax advantages you help them achieve by working with a community foundation.
We help you connect across generations. When you help families establish Donor Advised Funds at their community foundation, you begin an ongoing process of involvement with current and future generations.
|
|
UPMIFA and Real Life: A Case Example
The Uniform Prudent Management of Institutional Funds Act (UPMIFA), now enacted in all states except Mississippi and Pennsylvania, has created a new landscape for the administration of charitable endowments. More...
|
|
|
|
|
|