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Past Issues:
Are your clients thinking about U.S. Savings Bonds?

Don't let your clients, or their heirs, lose out by ignoring savings bonds.


Selling a Business, Making a Difference

When it's time to sell a business, MCF may be able to help your clients save thousands of dollars in taxes and also fulfill their charitable goals. Making a charitable gift, whether outright or to a charitable remainder trust prior to the sale of a business provides maximum tax advantages.


Eight Conversation Starters for Talking About Philanthropy with Your Clients

Discussing philanthropy with your clients can be done in a way that respects their privacy, values and autonomy. Every client and every advisor is unique, so there's no one, "right" way to raise the charitable question.


Private Foundations: When It's Time To Move On

In most cases, the primary objective of people who establish private foundations is to make money available for charitable purposes. But what happens if maintaining the foundation becomes burdensome or too expensive?


Gifts of Income Property: An End to Headaches

Income property can be a great investment—or an enormous headache. Here are some ways that the Marin Community Foundation can provide relief to your clients when they start getting headaches from their income property.


Closely Held Stock: A Powerful Charitable Asset

Entrepreneurs and investors are in the business of making dreams (whatever they may be) come true. Tapping into their dreams and connecting them to a philanthropic purpose can yield impressive and surprising results.


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