Now Open: Cox Charities 2021 Grant Cycle 5/3/2021 to 5/28/2021

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News & Events

International giving: Know your clients’ options

June 04, 2021
— Published 6/4/2021 Giving directly to international charities can involve a steep learning curve. Legal complexity no doubt was at play in the 2.2% (adjusted for inflation) decline in giving to international affairs in 2019, according to Giving USA. An example of one of the many legal issues with international giving is described in the […]
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IRAs, field-of-interest funds, and designated funds: Don’t overlook these powerful tools

June 04, 2021
— Published 6/4/2021 Designated funds and field-of-interest funds may not always be top of mind when you are developing philanthropy plans for your clients and their families, but they are extremely valuable tools in certain circumstances and it’s important to be aware of what the terms mean. A field-of-interest fund at Nevada Community Foundation is […]
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Ice breakers: Three easy openers to talk about philanthropy

May 06, 2021
— Published 5/6/2021 Many advisors really want to bring up charitable giving in client meetings, especially while updates to tax and estate plans are underway. Indeed, many advisors believe they have a responsibility to raise the issue. But how?  Addressing charitable giving priorities with clients does not need to be hard. The key is to […]
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