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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…

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…

Three giving resolutions to enact in 2022

Oftentimes resolutions are inward facing. Focusing on fitness, committing to a yearly devotional or investing in healthy eating are good resolutions to keep your body and spirit well. But an outward facing goal, like being more generous, can not only be good for the community around you but…

What gifts can’t be made through your donor-advised fund?

One of the great things about donor-advised funds is how many different ways you can give! Whether it’s liquid assets, appreciated stocks or property, a donor-advised fund is a safe, secure way to ensure your giving wishes are carried out efficiently. However, while there are many options for…