If your client base includes business owners, you’re no doubt at least generally aware of the benefits of giving closely-held business interests to charity. Beyond that, though, the details may
As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and charitable goals. Provisions enacted as part
As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor advised funds is increasing. This is no surprise, considering that these popular vehicles can
Why do you think it’s important to bring up the topic of charitable giving to your clients? Every client is different, and every charitable journey is personal. While charitable giving
Knight Foundation, in partnership with the Community Foundation of Greater Fort Wayne, has awarded grants to Northeast Indiana Public Radio (WBOI) and PBS Fort Wayne to strengthen local public media.
In 2014, Ginny Clark opened a donor advised fund at the Community Foundation of Greater Fort Wayne with a simple but powerful vision: that every child deserves to grow up
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for
There’s a lot to celebrate in October! National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month,
