As you talk with your clients about charitable giving, are you leading the conversation with tax benefits?

If not, you may want to rethink your approach, according to a recent article published by Private Wealth. The article points out the importance of engaging specialists to assist you in advising your clients about how to make a difference in the Kalamazoo community. Our team here at KZCF specializes in charitable giving and community impact. We are just a phone call away.

Our team also enjoyed digging into the latest study published by The National Center for Family Philanthropy, particularly because it reinforced many of the best practices we already deploy here at KZCF. Our goal is to work alongside you to help your clients and their families make a difference in the lives of others for generations to come. We look forward to working together on practical solutions to engage your clients, their children and their grandchildren in comprehensive philanthropy planning that moves the needle for the causes they care about.

As the dust settles on tax season, and as we look ahead to what the charitable deduction might look like in future years, we appreciate the perspectives outlined in “Americans spend more time and money filing their taxes than residents of other countries — but there are some benefits to a complex tax code,” a piece published by The Conversation. It details the surprising benefits of a complex tax code, proving that it is always possible to look on the bright side!