The Community Foundation team is happy to keep an eye out for what’s trending in the field of charitable planning, especially developments that impact your work with your charitable clients
Every day, the Community Foundation works with attorneys, CPAs, and financial advisors to help clients support the charities and causes they care about. Often, those conversations involve gifts of appreciated
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard of this, and you may
From May through July, the Community Foundation awarded Agile and Engage Grants to local nonprofits responding to a wide range of community needs. Explore the organizations supported through these flexible
The Community Foundation of Greater Fort Wayne, in partnership with the Northeast Indiana Early Childhood Coalition (NEIECC) and Greater Fort Wayne Inc.’s Ready. Set. Grow. initiative, has launched the Childcare
Our team appreciates that so many attorneys, CPAs, and financial advisors recommend to clients age 70 ½ and older that they take advantage of Qualified Charitable Distributions (QCDs) from traditional
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock
How many years have you been in practice? What is your focus area, and why do you enjoy estate planning? When I started practicing law 39 years ago, I was
