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!
Year-End Checklist: Repeat, Repeat, Repeat!
It’s November! You are well aware of the calendar, of course, and so are your clients. You’ve also likely already begun reminding clients about year-end tax deadlines and important loose ends to tie up before 2027 hits. Remember, though, that memories are short, and just because you’ve already mentioned year-end deadlines doesn’t mean you should…
Estate Planning: Go Beyond the Thirteen Magic Words
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard of this, and you may know that October 19 through 25 is the week in 2026. Chances are, though, you’ve not recently (or ever) looked at the actual resolution. The…
Apples and Oranges: Lifetime and Legacy Giving with IRAs
Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts—nearly $20 trillion of which are held in IRAs. Meanwhile, the Great Wealth Transfer is underway, with more than $120 trillion expected to change hands over the coming decades. In light of these trends, it is…
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…