Hello from the East Tennessee Foundation!

Although we still have the summer heat, many attorneys, CPAs, and financial advisors are already thinking ahead to year-end planning. Now is an ideal time to revisit key strategies for charitable giving with your clients, especially as the One Big Beautiful Bill Act continues to influence tax planning.

The East Tennessee Foundation would be honored to be your first call when matters of charitable planning arise in your work. As part of that commitment to service, our team is happy to offer key reminders, practical strategies, and timely updates that will be useful as you work with your charitable clients.

Highs and lows: Reminding clients about stock gifts

Many clients know that appreciated stock is one of the most tax-efficient assets to give to charity, but fewer understand how the IRS actually values those gifts. It is useful to review the “high-low average” rule and offer practical reminders you can share before clients transfer securities to their donor advised or other type of fund at the East Tennessee Foundation.

That Time of Year: Bunching charitable gifts, year-end, and getting ahead

By the time fall rolls around, the weeks leading up to year-end often pass way too quickly, which means now is the perfect time to talk with clients about “bunching” charitable gifts into a donor advised fund. Learn why early planning with the East Tennessee Foundation can help clients maximize tax benefits through bunching and other strategies, while providing consistent support to the charities they care about.

Worth a read: Moving from charitable transactions to charitable strategy

Today’s clients increasingly expect charitable planning to be woven into broader conversations about wealth, family, and legacy. We have gathered several recent articles that reinforce why advisors who lead with purpose, not just tax savings, can build stronger, more enduring client relationships.

Thank you, as always, for the opportunity to work together. We look forward to helping you and your clients make the most of charitable planning opportunities throughout the months ahead.

-The East Tennessee Foundation