Estate planning, real estate and business succession planning lawyer Gary Chapman, Bose McKinney & Evans, CPA Bill Owen, BGBC Partners LLP, and CPA and wealth planner Jeff Yu, Column Capital Advisors, guided their client, a joint real estate and LLC owner, in the donation of their interest in the LLC prior to the sale of the commercial real estate owned by the LLC. This resulted in their client avoiding most—if not all—capital gains tax liability associated with the increase in value of t…Read More.
With the announcement of CICF’s new mission and strategic direction comes new opportunities to engage—in a new and more direct way—with people interested in addressing our community’s deeply rooted disparities. Our board and staff have bravely and boldly made a generational commitment to address racial inequities. We are ready and willing to do this work while continuing to make your client’s and any charitably minded person’s philanthropy match their passions and interests. We do…Read More.
CICF's philanthropic advising services are one key feature that sets our donor-advised funds apart. The CICF Professional Advisor Leadership Council (PALC) got to experience first-hand the kinds of exercises we take individuals and families through in order to become strategic and intentional philanthropists.Read More.
The Tax Cuts & Jobs Act (TCJA) went into effect on January 1, 2018, but as you well know, 2018 taxes were not due until a few days ago, meaning your clients may not have fully understood what the TCJA meant for their bottom line until recently. Or perhaps your clients knew how the TCJA would impact their 2018 taxes and intended to bunch their charitable contributions into a donor-advised fund at the end of the year using appreciated stock. But the stock market tanked in December, and understa…Read More.
Corporate social responsibility (CSR) is a business approach that contributes to sustainable development by delivering economic, social, and environmental benefits for all stakeholders. CSR takes a number of different forms, and companies can implement customized CSR strategies that fit their business models and are responsive to the needs and interests of their employees.Read More.
Over the course of the last 20 years, I have seen many changes throughout the philanthropic landscape. The integration of technology and the increase in restricted giving to name a few. But what will define the next 20 years? How will we define our successes and ultimately evolve our sustainability to connect resources that help all citizens of our communities reach their full potential, regardless of their place, race or identity?Read More.