Advisor's Corner

Estate and tax attorney Neal Pendergraft lives his life looking forward, not back. A Fort Smith native now living and working in Fayetteville, he believes it is never too early to begin to educate the next generation on the importance of philanthropy. “I have some clients who will be a perfect fit for the Community […]

For many donors, the importance of a multi-generational family philanthropy plan is high on the radar, especially in the wake of 2020’s eye-opening events highlighting the importance of rallying around important social and community priorities. How do you know when a client’s family is a strong candidate for more formal philanthropic planning, beyond simply budgeting […]

Your client’s fund at Arkansas Community Foundation can be an ideal recipient of estate gifts through a will or trust, or through a beneficiary designation on a qualified retirement plan or life insurance policy.  Bequests of qualified retirement plans can be extremely tax-efficient. Because charitable organizations such as Arkansas Community Foundation are tax-exempt, the funds […]

The housing market is showing no signs of slowing down in 2021. For certain clients, this presents a strong opportunity for charitable gifts of real estate, whether a primary residence, second home, rental property, or even niche commercial property that has benefited from a multi-faceted pandemic marketplace. As is the case with gifts of other […]

Michele Sears, Certified Financial Planner™ with Taurus Financial Advisors, LLC, in Fayetteville, first learned about Arkansas Community Foundation five years ago while serving on the board of Single Parent Scholarship Fund. “That’s where my passion is. I care about Single Parent Scholarship Fund because I was a single parent, and I see the good they […]

Since establishing Conger Wealth Management in 2005, Cindy Conger has empowered her clients to make financial choices with confidence. She is known nationwide for fee-based financial management customized to client needs. Cindy gives sound financial advice and uses proven planning tools to achieve her clients’ goals. Her clients stick with her because she gets to […]

By Alexandra Rodery Rouse, J.D., M.P.S., Planned Giving Director, Arkansas Community Foundation The largest grantmaker in the state, Arkansas Community Foundation is a statewide nonprofit organization that offers tools to help Arkansans protect, grow, and direct charitable dollars while learning more about community needs. The Community Foundation engages people, connects resources, and inspires solutions to build community. You […]

Appreciated stock, anyone? Yes, 2020’s stock market has been a rollercoaster, but as you guide your clients into year-end, don’t forget the powerful benefits of giving appreciated securities to a donor-advised fund at the community foundation. Now is the time to start helping your clients with tax planning. Remember, not all stock is down! For […]

The significant community needs arising from the events of 2020, coupled with recent tax law changes, make it very important that you help your clients plan their charitable giving strategies. For the last couple of years, your clients likely have been hearing about a tax-efficient charitable giving strategy called “bundling” or “bunching.” The popularity of […]

By Alexandra Rodery Rouse, J.D., M.P.S.,Planned Giving Director, Arkansas Community Foundation The Community Foundation is a statewide nonprofit organization that offers tools to help Arkansans protect, grow, and direct charitable dollars while learning more about community needs. Arkansas Community Foundation engages people, connects resources, and inspires solutions to build community. You understand your clients’ charitable goals. We understand […]