HCCF has awarded more than $3 million in grants and scholarships throughout Huron County.

That’s $3 million directly invested in the future of our communities—supporting education, strengthening local organizations, and making life better across the county. And behind many of those gifts are trusted relationships between donors and their professional advisors.

As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level of trust with the people and organizations that are helping carry out their philanthropic wishes. HCCF can help bolster clients’ trust in their favorite charities.

When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Review the similarities and differences between a DAF and a private foundation to help your client meet their goals.

$124 trillion in wealth in the U.S. will transfer through 2048, with $18 trillion flowing to philanthropy. 

As the transfer of wealth gains momentum, advisors should be seen as trusted experts who can help clients not only structure efficient lifetime and estate gifts to heirs, but also help ensure that clients’ charitable wishes are achieved.

After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their CPAs, financial advisors, and tax attorneys on the filings for last year and start checking in on current-year strategies. 

We all know that the new year and a new administration brings lots of potential change. So what is going on that you need to know about to serve your charitable clients? 

Frugal yet charitable clients present interesting challenges for engagement! Here are a few themes to keep in mind during conversations to help the client with their charitable giving vision without breaking the bank.

Starting the charitable giving conversation with your clients doesn’t need to be complicated. Consider these tips on how to meaningfully engage your clients about their community involvement.

Attorneys, CPAs, and financial advisors asked for a “cheat sheet” resources to make it easy to determine which type of charitable planning tool is best for a particular client. Here it is! Main takeaway — call us, we’re happy to discuss philanthropic giving with you or your client

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