Inherited IRAs: A Charitable Solution?
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for
October 13, 2025
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for
There’s a lot to celebrate in October! National Estate Planning Week For many attorneys, financial advisors, and CPAs, estate planning is part of your client conversations every single month,
Our Engage Grant program provides up to $3,000 in funding to first-time applicants for operational support or specific programs. Designed for organizations that are new to the Community Foundation, these
Through our Rising Together Grants, the Community Foundation awarded $264,000 this year to support 18 local organizations advancing our Lifelong Learning pillar. Supported by the Paul Clarke Endowment and the
Legacy is more than what we leave behind—it is also the impact we make while we’re here. When we think of legacy, we often picture financial inheritances or family traditions,
At the Community Foundation, we work with business leaders and business owners to structure charitable giving plans that achieve the company’s goals for its employees and the community. Corporate giving
If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the
“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever since the One Big Beautiful Bill
Each year, the Women’s Fund conducts the Compass Survey to measure how local workplaces are supporting women through leadership opportunities, equitable pay, caregiving benefits, and fair promotion practices. While the