As you advise clients on charitable giving, you’re likely aware of the growing popularity of the donor advised fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how
If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy”: “Behind a paycheck, the largest
There’s little doubt that you’ve seen extensive news coverage of the so-called “Big Beautiful Bill” (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22,
At the Community Foundation, we believe that every child deserves the opportunity to thrive—and that starts with access to high-quality early care and education. While our Lifelong Learning pillar initially
Thanks to an Agile Grant awarded last year, the PFW School of Education (SOE) has been able to deepen its commitment to hands-on learning and community connection through the SOE
As the year progresses, charitable giving often takes center stage—but the smartest giving strategies start now. If you’re 70½ or older and have an IRA, you have a unique opportunity
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty.
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For
