by WCF Intern | Feb 25, 2025
As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving...
by WCF Intern | Feb 25, 2025
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values...
by WCF Intern | Jan 27, 2025
Over the years, more than a handful of attorneys, CPAs, and financial advisors have shared with the Foundation team that their happiest clients are those who’ve incorporated charitable giving into their estate and financial plans. Whether or not you believe this...
by WCF Intern | Jan 27, 2025
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025. As compelling as year-end giving may be, even more compelling are the reasons for...
by WCF Intern | Jan 27, 2025
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 best serve your charitable clients? At the top of the list of issues we’re watching is what might happen with the Tax Cuts...
