Professional Advisor Blog
Welcome to your one-stop shop for all up to date stories and content about charitable planning strategies for Professional Advisors. La Crosse Area Community Foundation is here to support attorneys, accountants, and financial planners to provide the best experience for your clients interested in charitable giving. Never hesitate to reach out to Megan Pierce, Donor Services Director!
Reading roundup: What’s worth a skim to stay up to date on charitable planning
At La Crosse Area Community Foundation, we keep a close eye on trends in charitable planning that can help professional advisors better serve their clients. From donor-advised funds and business exit planning to Qualified Charitable Distributions, staying informed about emerging strategies can uncover new opportunities for both philanthropic impact and tax-efficient giving. Check out three…
Generational Philanthropy: Key Points for Professional Advisors
For many clients, wealth is about more than passing down assets. It’s about passing down values, purpose, and opportunities to make a lasting difference. Professional advisors can help clients create a charitable legacy that strengthens family engagement, prepares future generations for responsible stewardship while supporting thoughtful, tax-efficient wealth planning. Include adult children One of…
Transfer of Wealth: An Opportunity for Professional Advisors
Last year, La Crosse Area Community Foundation partnered with several Wisconsin community foundations and the University of Minnesota Extension’s Department of Community Development to analyze the historic transfer of wealth expected in La Crosse County over the coming decades. The findings point to one of the most significant financial planning opportunities many advisors will…