Professional Advisors

The New Bremen Foundation is your source of knowledge about Philanthropy and the Community. From working with complicated assets and bequests to establishing donor-advised funds, we are committed to helping you help your clients achieve their charitable wishes.

Why Talk Philanthropy With Your Clients?

It’s good for the community, your client and your business.
You might be surprised by how many of your clients are searching for a way to give.
It expands your menu of services available to your clients.
It adds to your level of expertise.
It increases the potential for new referrals.
It helps address important needs of the community, making it a better place to live,
creating a legacy for future generations.

Why the New Bremen Foundation?

We are your private foundation alternative. As a member of the CF Partners, the New Bremen Foundation can provide you and your clients with 24-hour access to content experts who are able to handle high level estate & tax work. We offer internal flexibility and a unique value proposition that you may not find anywhere else.

Unlimited Successor Planning: Your clients are able to involve their children, grandchildren, and great-grandchildren making it a true family legacy.

Sophisticated Investment Options: We offer a range of investment options for clients who want to be hands on with the investment choices.

Shared Partnerships: At the $500,000 giving level, clients are given the option to retain their investment managers.

Resources

Our local wealth advisors are very important to us. We want to provide you with the most up-to-date, relevant topics that could affect your clients. Please sign up for our Professional Advisor Mailing List (located on the right of your screen) to receive newsletters and resources like updates on the IRA Charitable Rollover.

IRA Charitable Rollover

The IRA Charitable Rollover provision, established under the 2006 Pension
Protection Act, allows individuals who have reached age 70½ to donate up to
$100,000 to charitable organizations directly from their IRA, without treating the
distribution as taxable income.

After being allowed to expire in 2008, the IRA Charitable Rollover was renewed
temporarily two more times, only to expire again on January 1, 2014. The
uncertainty caused by the need for an annual extension, as well as the fact that the
provision has been allowed to lapse, makes it difficult for people to effectively
manage their finances and plan their estates. This uncertainty diminishes the
incentive effect of the IRA Charitable Rollover, which reduces charitable giving and
increases the tax burden on older Americans. (Independent Sector)

The United States House of Representatives voted to pass the America Gives More Act of 2014, an important bill that makes the IRA charitable rollover permanent law. Take a listen to Natalie Choate, America’s leading speaker on retirement and estate planning, discussing the IRA Charitable Rollover.