Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving,
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a
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.
