Business succession planning: Four questions and one word of caution
You may be surprised to learn how many charitable planning options may be available in connection with a business succession event. CFSJ is here to help.
Backdrop required: Informing your work with charitable clients
You’re dedicated to helping charitable clients navigate technical planning opportunities — CFSJ is here to help, every step of the way!
Checking in on your charitable plan
If it has been a few years since you've revisited your charitable goals, consider reaching out to the Community Foundation of South Jersey team.
Worthwhile watchfulness: Working with aging donors
As the donor population ages nonprofit professionals increasingly find themselves navigating situations that require both sensitivity and caution. Read about five signs that may warrant a thoughtful pause and a closer look.
IPOs and charitable clients: Three scenarios for impact
As you work with clients who may hold stock that’s going public, or if your clients are considering investing in companies involved in IPOs, be sure to look at all angles of the client’s financial and estate plan that may be impacted—including charitable planning.
Reverse the trend: Motivate more giving, not less
While philanthropy has never been driven solely by tax benefits, there’s no question that tax incentives can influence the timing, structure, and level of donations—especially among higher-income donors.