As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock
How many years have you been in practice? What is your focus area, and why do you enjoy estate planning? When I started practicing law 39 years ago, I was
Long before Fort Wayne became the city we know today, three rivers connected people, cultures, commerce, and ideas. They shaped the city’s identity and continue to influence how our community
A strong economy is built when everyone has the opportunity to thrive. This year’s Everyone’s Economy grant applications reflected a wide range of efforts designed to expand economic opportunity, strengthen
At the Community Foundation, we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority, especially related to supporting causes in our community
As attorneys, CPAs, and financial advisors, you’re dedicated to helping charitable clients navigate technical planning opportunities ranging from donor advised funds and Qualified Charitable Distributions to charitable trusts and gifts
If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½.
As charitable planning conversations become more sophisticated, many advisors are revisiting so-called “split-interest gifts” to help clients balance philanthropic goals with income needs. Two of the most common strategies—a charitable
