We’ve recently been asked by attorneys, CPAs, and financial advisors for “cheat sheet” resources to make it easy to determine which type of charitable planning tool is best for a
As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait,
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a post-election
It truly takes a community. We love sharing stories about how we fulfill donors’ wishes by connecting them with causes they care deeply about. The Better Futures Clinic, established to
Last month, the Community Foundation launched the 2024 -2025 Youth Empowered Philanthropy (YEP) program, welcoming 26 students from 8 local high schools. YEP empowers high school students to engage in
This fall, we honored our Legacy Society members with a simple yet heartfelt gesture – delivering beautiful fall mums to their doorsteps. These vibrant flowers are more than just a
Nonprofit leaders know how vital it is to have strong, engaged boards in order to make a real difference in their communities. But keeping board members motivated and connected isn’t
Charitable giving is always an important strategy to discuss with your clients. Many high net worth individuals are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate
Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest is the much-analyzed sunset of the higher estate tax exemption,
