The Lincoln Community Foundation team keeps an eye on trends, research, legislative developments and thought leadership at the intersection of charitable planning, estate planning and wealth management. Here are three recent articles we think are especially relevant for attorneys, CPAs and financial advisors serving charitable clients.

As attorneys, CPAs and financial advisors, you’re dedicated to helping charitable clients navigate technical planning opportunities ranging from donor advised funds and Qualified Charitable Distributions to charitable trusts and gifts of complex assets. The Lincoln Community Foundation is here to help, every step of the way!

If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock that’s going public, or if your clients are considering investing in companies involved in IPOs, be sure to look at all angles of the client’s financial and estate plan that may be impacted – including charitable planning.