Several advisors have shared with us recently that they’re fielding more questions about charitable gift annuities (CGAs). It’s quite possible that CGAs are landing on clients’ radars these days for
When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly you are familiar with
As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level of trust
On a crisp autumn morning, the wooden gates of Historic Fort Wayne creak open, revealing a world frozen in time. The rhythmic clang of a blacksmith’s hammer echoes across the
Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Many attorneys, CPAs, and financial advisors regularly ask us to provide a refresher course on the
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to
After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their
One of the Community Foundation’s key tenets of its We Do Three Things initiative is to connect resources to nonprofits through grantmaking and education. For over 100 years, the Community
It’s no secret in Indiana that taxes, and specifically real estate property taxes, are a subject of hot debate. Good, bad, or indifferent, it appears there is some consensus that
