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Blog

Amy Jordan | Jan 31, 2023

Seven ideas of effective budgeting for 2023 charitable gifts

Your charitable clients may be taking their charitable giving budgets more seriously this year, given the stock market’s challenges, rising interest rates
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Amy Jordan | Jan 18, 2023

A boost for Qualified Charitable Distributions!

Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill and here are 3 provisions affecting philanthropists:
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Amy Jordan | Dec 23, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Amy Jordan | Dec 7, 2022

Keep These Tips In Mind As You or Your Client Plan For Year-End Giving

Tax Planning
financial planning
Philanthropy
This is the time of year when the days are busy for both advisors and clients. Use this quick checklist to make sure you know these timely suggestions.
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Amy Jordan | Dec 1, 2022

Be An Informed Donor

Philanthropy
financial planning
Tax Planning
If you’re planning on making end-of-year charitable donations, there are a few questions to ask yourself.
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Amy Jordan | Nov 17, 2022

Year-End Giving: Time to be Creative

financial planning
Tax Planning
Philanthropy
HCF works with you and other advisors to help charities facilitate gifts of assets.
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Amy Jordan | Nov 2, 2022

Donor-Advised Funds – Good Solution

Now is the time to discuss charitable giving with those clients who regularly added to their donor-advised funds throughout the market’s long bull run.
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Amy Jordan | Oct 19, 2022

Increasing interest rates and charitable gift annuities–a winning combination?

Wealth planning priorities are impacted by interest rates. Charitable components of estate and financial plans are no exception.
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Amy Jordan | Sep 16, 2022

Private Foundation to Donor-Advised Fund: What's involved in making the move?

Clients with private foundations may be considering transferring the foundation’s assets to a donor-advised fund at a community foundation to better carry out
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Amy Jordan | Aug 23, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Amy Jordan | Aug 17, 2022

Helping Clients Organize Their Giving With A Donor-Advised Fund

estate planning
financial planning
Philanthropy
Charitable giving patterns are actually an important window into helping a client make planning decisions around their philanthropic intentions. With a fund at
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Amy Jordan | Aug 3, 2022

Three Ideas to Advise Philanthropic Family Business Owners

Do you share with your philanthropic business owners that advantages of a Corporate Donor Advised Fund, or that tax savvy opportunity of a Donor Advised Fund
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Hudson OH 44236

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info@myhcf.org

      

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