If your client base includes philanthropic individuals and families, you’re likely aware that gifts of real estate are an option to fund charitable giving. Real estate is the largest asset
If you were surprised to read about the ripple effect of a seemingly small change in the U.S. Postal Service regulations late last year, you were not alone! Here’s what
As an attorney, CPA, or financial advisor, you are no stranger to witnessing the ripple effects of life’s unexpected curveballs. If you represent a client over many years, you’re very
Why do you think it’s important to bring up the topic of charitable giving to your clients? Some clients are naturally philanthropic, motivated by a genuine desire to support causes
Through our Healthy Mind and Body pillar, we work to ensure every person in our community has access to the tools and resources needed to thrive—mentally, physically, and emotionally. This
For more than a decade, the Community Foundation of Greater Fort Wayne has led an annual campaign to strengthen Agency Endowment Funds through our Gifts from the Heart brochure. This
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation,
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize
Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well as the new tax laws’ impact
