Leaving a Legacy with Confidence

Gift planning late in life can be anxiety-inducing for many who worry about sustaining their current quality of life, preparing for the unexpected, and leaving a legacy that reflects their […]

Charitable Planning: Not Just a Year-end Activity

Two years have passed since the 2017 Tax Cut and Jobs Act (TCJA) which forced advisors to revisit how clients go about meeting charitable goals. Thanks to TCJA, many clients for the first time in years found themselves filing their tax return with a standard deduction (for 2019, $12,200 for single and $24,400 for married filing jointly).

Sound Advice with Chas Jones

November 25, 2019 The key to connecting with millennial donors Charles B. Jones is president of the Baltimore Estate Planning Council and an attorney at Thomas & Libowitz PA where […]

Bread-and-butter planning tips

October 29, 2019 As we approach the end of 2019, here are a few reminders about how BCF can help you work with clients to create a charitable giving plan […]

Two tax tools to keep handy

September 27, 2019 Charitable gift annuities: Need-to-know bullet points Charitable gift annuities can be very effective philanthropic planning tools for the right donor. For advisors whose practices aren’t exclusively focused […]

Tools in your back pocket

August 21, 2019 BCF understands that it sometimes can be hard to know where to start a conversation with a client about charitable planning. As you ask questions about the […]