GETTING CREATIVE WITH NFTS, FAQS ABOUT QCDS, AND MUST-KNOW YEAR-END REMINDERS
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Greetings from the Peninsula Community Foundation, and happy December!
The final weeks of 2022 are upon us. We’re hearing from attorneys, accountants, and financial advisors not only that your plates are full as the end of the year approaches, but also that questions from clients are rolling in about charitable giving, especially related to the alphabet soup of various planning techniques. In this newsletter, we’re covering a few of the most talked-about ingredients in that alphabet soup, including donor-advised funds (DAFs), Qualified Charitable Distributions (QCDs), and non-fungible tokens (NFTs). Indeed, the confusion around QCDs and RMDs is an example of how acronyms, although intended to be useful, often hamper communication instead. |
As always, please reach out to the team at the Peninsula Community Foundation. We are here to help you help your clients achieve their 2022 charitable goals.
Thank you for your partnership. We wish you all the best for the holiday season.
Thank you for your partnership. We wish you all the best for the holiday season.
Michael Monteith
Your Peninsula Community Foundation
Your Peninsula Community Foundation
december 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
