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Five questions to ask your financial advisor about giving

When giving, it’s important to have all your ducks in a row. The process can be arduous (completing forms, gathering paperwork for tax season, etc.), but by asking your financial advisor the right questions, you can be more prepared to maximize your giving strategy to its full potential.

Here are a few questions to consider asking your financial advisor before beginning your giving journey.

Balancing fund growth and grants

Once givers learn that they can invest in a donor-advised fund and grow their capacity for charitable grants tax-free, opening a donor-advised fund is easy. Many donors start thinking about new ways to expand their giving, maximize their giving output, and how much money they want to pour…

3 lessons on generosity

When you think of generosity in the Bible, do any stories come to mind? While you might recall some of those stories to motivate your generosity in life, you can also use them to teach your children, grandchildren, niece and nephews. If you’re looking to talk to the…

Refresh your giving plan in 2023

January marks the start of a new year, and new years tend to lead to new habits and resolutions. Whether you’re considering making changes to your personal or professional life in 2023, it’s important to have a plan. At Christian Community Foundation, we want to encourage you to…

Leaving your legacy

Are there charities and causes in your life that hold a special place in your heart? You can ensure that your support remains after you pass.  A posthumous giving plan can be an important part in your estate planning process. Also known as a legacy plan, this tool…

How to evaluate your giving plan

When you create a plan to give strategically, oftentimes, you’re creating systems to streamline and regulate your giving. These efficiency strategies help you give more money to organizations that need it by automating your giving. While you are giving generously, you may forget that you’re even doing it…

How to talk to your children about a donor-advised fund

At CCF, we often refer to our donors as “family members.” Why? Because we believe that to be true! We’re united through Christ by the same mission – to make a difference worldwide through strategic, generous and impactful giving. We also believe that giving is a family friendly…