Handy tools in a bear market, GivingTuesday, and avoiding valuation pitfalls
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Hello from the Peninsula Community Foundation and happy November!
Thank you for the opportunity to work together as you serve your philanthropic clients. We are grateful for the many ways our team collaborates with attorneys, accountants, and financial advisors. Whether we are working together to structure a family’s donor-advised fund, a gift of real estate, endowed support for a favorite nonprofit, or a Qualified Charitable Distribution to a field-of-interest fund at the Peninsula Community Foundation, our team enjoys and appreciates every minute. |
In this issue, we’re covering three highly-requested topics:
As always, we are here for you! Please call or email anytime with your charitable giving questions. More often than not, the team at the Peninsula Community Foundation can help your clients. If we’re not a fit, we are happy to point you in the right direction. We love serving as your first stop for all things philanthropy.
Wishing you and your family all the best for the Thanksgiving holiday,
Michael Monteith
Your Peninsula Community Foundation
- Outlining how to use donor-advised funds to help your clients continue giving to their favorite charities even when stocks are down.
- Clarifying GivingTuesday so that you can be prepared to answer clients’ questions and help them participate in a meaningful way.
- Reinforcing the importance of valuing gifts of hard-to-value assets to avoid running afoul of the IRS’s stringent rules.
As always, we are here for you! Please call or email anytime with your charitable giving questions. More often than not, the team at the Peninsula Community Foundation can help your clients. If we’re not a fit, we are happy to point you in the right direction. We love serving as your first stop for all things philanthropy.
Wishing you and your family all the best for the Thanksgiving holiday,
Michael Monteith
Your Peninsula Community Foundation
November 2022 Articles
The team at the community foundation is a resource and sounding board as you serve your philanthropic clients. We understand the charitable side of the equation and are happy to serve as a secondary source as you manage the primary relationship with your clients. This newsletter is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice.
For more information about establishing a fund, please contact Michael Monteith, Email/757.327.0862
