Start Your Giving
Experience
Focus on your legacy, donate to your charities of choice, and take advantage of financial and tax planning benefits. Our donor-advised fund and planned giving options make your experience easy, fulfilling and cost-effective.
Deepen Your Client Relationship Experience
Focus on your client relationships and leverage a trusted voice to speak with you and your clients about achieving their legacy. Our advanced giving options for you and your clients advance their legacy and strengthen your relationships. Start achieving your clients’ charitable, financial and tax planning goals with an independent professional partner.
Develop Your Donor Relationship Experience
Focus on your donor relationships with an experienced partner that helps you access the tools and techniques you need to efficiently and effectively meet donor requirements. Our planned giving options expand your donor relationships and help develop new opportunities.
Our goal is to perfect the giving experience with you.
Engaging Your Donors for Life-Long Giving
In our ongoing effort to help make planned giving more accessible, collaborative and beneficial for charities, we hosted a workshop led by fundraising expert Laura Kaufman. The fourth in our series of free seminars and workshops, Engaging Your Donors for Life-Long Giving, invited Chicago-area nonprofits to learn about strategies and tactics for engaging donors over a long time horizon.
On Capital Hill: Talking About the Fate of the Charitable Deduction
On May 30, 1985, I skipped high school. No, it was not senior skip day, nor did I really desire a break from school. I wanted to travel from Appleton to Oshkosh to see President Reagan speak. He had just introduced his plan on what would eventually become the Tax Reform Act of 1986 and first went to Wisconsin to sell it to the American people. Contrary to my parents wishes, I did hear the speech in person and watched the ensuing process that produced the new tax code. It was something that sparked my interest in learning about taxes and how (and why) they work the way they do.
In law school, my intellectual curiosity about taxes turned towards the charitable deduction and was one of the major factors that drove me to pursue a career in charitable gift planning. I fell in love with the fact that our country effectively allowed citizens to choose where their tax dollars could make a difference. Read more on the blog…
A Window of Opportunity: Donor Advised Fund before December 31?
On December 9th, the markets hit their 13th record close since the November elections. Accompanying the records in the market, we have also seen what feels like a record number of opinions of what the change in administrations will mean for taxes. Some of these opinions have focused on the potential tax changes and their effects on the charities and the charitable deduction. Fidelity Charitable offered what I consider a measured and reasonable framework for the possibilities. It is safe to conclude that there is at least a good likelihood that the benefits of giving in 2016 may be more tax wise than in future years. If you believe that to be true, these next few days may be ideal for starting a donor advised fund.
As 2016 Comes to a Close
Remember to support the nonprofits you love this holiday season and if we are among them, thank you! Help support our work by donating at https://adviseus.org/support-our-work/
Happy Thanksgiving
We hope you and your family have a wonderful Thanksgiving and many good wishes as we embark on 2017!
Strategic Planning and Development: Marital Bliss or Shotgun Wedding?
When your nonprofit organization’s CEO says “Do you take this strategic plan to have and to hold?,” can you say “I do!” with conviction? Being called upon to fund strategies that did not fully consider donors and development is justifiably every fundraiser’s nightmare. Join us May 14 for this free, 2-hour seminar.
I Still Haven’t Found What I’m Looking For — The Universal Charitable Deduction
I’ve found myself engaged in a good deal of conversations about the charitable deduction in 2017, but I still haven’t found what I am looking for. (Just in case you care, the version of the U2 classic song that I prefer is this one (with Bruce Springsteen).
Today, I spent a second day of 2017 on Capitol Hill. The National Association of Charitable Gift Planners gathered 800 professionals in Baltimore for its national conference this week. Fifty of us met with 62 Senator and Representative’s offices. In fact, we met with staff from 10 of the 26 Members of the Senate Finance Committee.
Engaging Your Donors for Life-Long Giving
In our ongoing effort to help make planned giving more accessible, collaborative and beneficial for charities, we hosted a workshop led by fundraising expert Laura Kaufman. The fourth in our series of free seminars and workshops, Engaging Your Donors for Life-Long Giving, invited Chicago-area nonprofits to learn about strategies and tactics for engaging donors over a long time horizon.
