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    • Aug 2022 - Professional Advisor Newsletter >
      • BACK TO BASICS: REMINDING CLIENTS ABOUT WILLS, TRUSTS, AND CHARITABLE BEQUESTS
      • Summer legislative updates–and looking ahead to sunsets
      • FARMS, TAX PLANNING, AND FUNDING A FAMILY LEGACY
    • Sept 2022 - Professional Advisor Newsletter >
      • HIGHLY-APPRECIATED STOCK: IF YOUR CLIENT MISSED THE IDEAL WINDOW, IT’S STILL NOT TOO LATE TO SUPPORT CHARITY
      • THE “I’S” HAVE IT: TWO KEY TOPICS FOR CLIENT MEETINGS
      • INHERITED IRAS: BIG HEADACHE, OR BIG OPPORTUNITY?
      • Cryptocurrency: What if your clients own it and you don’t think they should?
    • October 2022 - Professional Advisor Newsletter >
      • CHARITABLE GIVING IN CHALLENGING ECONOMY
      • DISASTER PHILANTHROPY: YOUR CLIENTS AND THE IMPORTANT ROLE OF INDIVIDUAL PHILANTHROPY
      • COUNSELING YOUR CLIENTS ABOUT NONPROFITS: THE GOOD, THE BAD, AND THE BIG LEAPS
    • November 2022 - Professional Advisor Newsletter >
      • STRONG YEAR-END GIVING IN A BEAR MARKET: DONOR-ADVISED FUNDS COME IN HANDY
      • ADOPT A “DONOR BEWARE” ATTITUDE WHEN CLIENTS MAKE NON-MARKETABLE GIFTS
      • IT’S A BIG DEAL: ANSWERING CLIENTS' QUESTIONS ABOUT GIVINGTUESDAY
    • Dec 2022 Professional Advisor Newsletter >
      • HOW NFTS ARE CONNECTING MAKERS, INVESTORS & DONORS WITH CAUSES THEY LOVE
      • FIVE OF 2022’S MOST-ASKED QUESTIONS ABOUT QUALIFIED CHARITABLE DISTRIBUTIONS
      • 2022: IMPORTANT CHARITABLE TAX PLANNING REMINDERS
    • Jan 2023 Professional Advisor Newsletter
    • September Donor Newsletter >
      • KEEPING TRACK OF YOUR CHARITABLE DONATIONS IS MORE IMPORTANT THAN EVER
      • HERE’S WHAT TO KNOW BEFORE GIVING MONEY TO A NEW NONPROFIT
      • HOW TO GROW YOUR CHARITABLE GIVING BY BUNDLING TAX SAVINGS
    • October Donor Newsletter >
      • BRIGHT SPOTS IN THE MIDST OF ECONOMIC CHALLENGES
      • ACTIVATE IMMEDIATE AND EFFECTIVE ASSISTANCE FOR PEOPLE IN NEED
    • November Donor Newsletter >
      • Give a little and feel a lot better
      • “Checkout charity”: Cause for concern?
      • The perfect plate: Turkey, pumpkin pie and charitable giving
    • December Donor Newsletter >
      • LEVEL UP FAMILY PHILANTHROPY AT ANY AGE WITH THESE BOOKS
      • THE GIFT OF GIVING, COMMUNITY FOUNDATION STYLE
      • FOUR YEAR-END REMINDERS
    • Jan 2023 Donor Newsletter
  • DONATE
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Professional Advisors Newsletter - SEPTEMBER 2022


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​Greetings from your Peninsula Community Foundation!
 
It is the beginning of fall and we are already receiving the usual uptick in questions about charitable giving and year-end tax planning. Typically, in the weeks leading up to the fourth quarter, we field quite a few questions from advisors and donors about the laws governing nonprofits and charitable giving in general. We are always glad to hear from you!

We've heard your feedback that it is easy to get caught up in the minutia of specific charitable giving vehicles and the ever-changing tax laws. For that reason, as you work with your 
clients this month, we encourage you to listen carefully for questions that signal the need for a quick refresher.  “How much should I give to charity this year? Remind me what’s deductible and what’s not? What am I missing in my tax planning that could really save me money and help me support my favorite causes? Can you explain this whole foundation concept again? It’s been awhile.”
 
The team at the Peninsula Community Foundation is here to help. We are always happy to join you for “lay of the land” conversations to help ground your clients in the charitable priorities that mean the most to them. We can help connect the dots to actual charitable planning vehicles that will help your clients support the community, save taxes, and create legacies for future generations, all at the same time. We’re also always happy to point you in the right direction to find resources, articles, and tutorials that can help quickly orient your clients to the philanthropy industry as a whole. (We really like this overview sheet, for example, from Candid.) 
 
Thank you for the opportunity to serve your clients. We look forward to hearing from you in the weeks and months ahead as you bring your clients’ 2022 charitable giving goals to successful conclusion. ​

SEPTEMBER 2022 Articles

Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity
The “i’s” have it: Two key topics for client meetings
​Inherited IRAs: Big headache, or big opportunity?
​Cryptocurrency: What if your clients own it and you don’t think they should?

For more information about establishing a fund, please contact Michael Monteith, Email/757.327.0862 ​​​​
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  • Homepage - Peninsula Community Foundation
  • About
    • Board of Directors
    • Connect
    • Financials
    • News
    • Partners
  • Impact
    • Brink Impact Fund
    • Children's Holiday Fund
    • COVID 19
    • Give Local 757
    • Grants
    • Impact 100
    • Leadership Society
    • Legacy Society
    • PCF Initiatives >
      • Early Childhood
      • Homelessness
      • Neighborhoods
  • Scholarships
  • Funds
    • Agency
    • Corporate
    • Designated
    • Donor Advised
    • Employee Assistance
    • Legacy >
      • Types of Funds
    • Aug 2022 - Professional Advisor Newsletter >
      • BACK TO BASICS: REMINDING CLIENTS ABOUT WILLS, TRUSTS, AND CHARITABLE BEQUESTS
      • Summer legislative updates–and looking ahead to sunsets
      • FARMS, TAX PLANNING, AND FUNDING A FAMILY LEGACY
    • Sept 2022 - Professional Advisor Newsletter >
      • HIGHLY-APPRECIATED STOCK: IF YOUR CLIENT MISSED THE IDEAL WINDOW, IT’S STILL NOT TOO LATE TO SUPPORT CHARITY
      • THE “I’S” HAVE IT: TWO KEY TOPICS FOR CLIENT MEETINGS
      • INHERITED IRAS: BIG HEADACHE, OR BIG OPPORTUNITY?
      • Cryptocurrency: What if your clients own it and you don’t think they should?
    • October 2022 - Professional Advisor Newsletter >
      • CHARITABLE GIVING IN CHALLENGING ECONOMY
      • DISASTER PHILANTHROPY: YOUR CLIENTS AND THE IMPORTANT ROLE OF INDIVIDUAL PHILANTHROPY
      • COUNSELING YOUR CLIENTS ABOUT NONPROFITS: THE GOOD, THE BAD, AND THE BIG LEAPS
    • November 2022 - Professional Advisor Newsletter >
      • STRONG YEAR-END GIVING IN A BEAR MARKET: DONOR-ADVISED FUNDS COME IN HANDY
      • ADOPT A “DONOR BEWARE” ATTITUDE WHEN CLIENTS MAKE NON-MARKETABLE GIFTS
      • IT’S A BIG DEAL: ANSWERING CLIENTS' QUESTIONS ABOUT GIVINGTUESDAY
    • Dec 2022 Professional Advisor Newsletter >
      • HOW NFTS ARE CONNECTING MAKERS, INVESTORS & DONORS WITH CAUSES THEY LOVE
      • FIVE OF 2022’S MOST-ASKED QUESTIONS ABOUT QUALIFIED CHARITABLE DISTRIBUTIONS
      • 2022: IMPORTANT CHARITABLE TAX PLANNING REMINDERS
    • Jan 2023 Professional Advisor Newsletter
    • September Donor Newsletter >
      • KEEPING TRACK OF YOUR CHARITABLE DONATIONS IS MORE IMPORTANT THAN EVER
      • HERE’S WHAT TO KNOW BEFORE GIVING MONEY TO A NEW NONPROFIT
      • HOW TO GROW YOUR CHARITABLE GIVING BY BUNDLING TAX SAVINGS
    • October Donor Newsletter >
      • BRIGHT SPOTS IN THE MIDST OF ECONOMIC CHALLENGES
      • ACTIVATE IMMEDIATE AND EFFECTIVE ASSISTANCE FOR PEOPLE IN NEED
    • November Donor Newsletter >
      • Give a little and feel a lot better
      • “Checkout charity”: Cause for concern?
      • The perfect plate: Turkey, pumpkin pie and charitable giving
    • December Donor Newsletter >
      • LEVEL UP FAMILY PHILANTHROPY AT ANY AGE WITH THESE BOOKS
      • THE GIFT OF GIVING, COMMUNITY FOUNDATION STYLE
      • FOUR YEAR-END REMINDERS
    • Jan 2023 Donor Newsletter
  • DONATE
  • Fund Login