5 Ways to Serve Your Clients at Year-End | InFaith Community Foundation

5 Ways to Serve Your Clients at Year-End

As 2019 comes to a close, your calendars are likely busy with last-minute appointments to help clients finalize their year-end financial decisions. In the interest of time, we have a list of quick ways that you can help your charitably-minded clients make the most of December. 

Be Mindful of Giving Deadlines
Gifts must be complete by December 31 in order to receive a 2019 charitable tax deduction. Review our 2019 giving deadlines here.ACGA logo

Note Lowered Recommended Gift Annuity Rates
Did you know? The ACGA is lowering the recommended Gift Annuity rates, effective Jan. 1, 2020. Payout rates are based on donor's age using the American Council on Gift Annuities recommended rates.

Download the ACGA rates brochure here. Read more here for additional information on the ACGA rates. 

Consider Donor Advised Funds
InFaith's no-minimum donor advised fund makes it an accessible giving option for clients of all means. Watch this video on donor advised funds to learn more. 

Take the Mirror Test
Join nearly 150 Financial Professionals who have their own donor advised funds at InFaith. Use your charitable intentions for an immediate tax deduction and the option to identify charities over time. Learn more.

Collaborate with InFaith Staff
40% of gifts received by InFaith arrive in fourth quarter, and InFaith is staffed to collaborate. We're here to serve you - call our gift planners at 800.365.4172 and visit our website at infaithfound.org.

We look forward to serving you and your clients this December and in the New Year. With the Advent and Christmas season upon us, we give thanks for your partnership with InFaith.