Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client—and earning additional work from that client—is far
As you counsel clients through year-end tax planning, we encourage you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions of the
The Community Foundation of Greater Fort Wayne is proud to announce that this year’s #GivingTuesdayFW Challenge raised $242,696.75 for nonprofit endowments. Each year, the Community Foundation challenges nonprofits with endowment
In moments when our community needs trusted information the most, local public media steps in to keep us informed, connected, and inspired. This fall, that trust was met with an
Through the Inspiring Places pillar, we invest in projects that help make Allen County a place where people feel connected, energized, and proud to call home. This cycle supports organizations
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
