Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business
As part of the Women’s Fund Young Women & Girls Focus Area, we’re excited to introduce the Collab Café—a dynamic space for connection and collaboration. Designed specifically for Allen County
The Rising Together Grants are the signature grantmaking program of the “Let’s Rise!” Vision Plan. These general operating grants of up to $50,000 align with the vision plan’s five pillars
At the Community Foundation, we continually seek new opportunities to strengthen our community. Over the past several years, we’ve encountered increasing opportunities to invest directly in local projects that promise
National “Make a Will” Month is dedicated to encouraging individuals to either create a will or update their existing one. A will is more than just a legal document; it’s
We’re hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This is wonderful news! You’re certainly aware
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes
Over the years, you’ve no doubt experienced a wide range of what clients perceive as “wealthy.” You’ve likely also observed that clients have different assumptions about what it takes to be a
In today’s rapidly changing world, more investors are seeking opportunities that align with their values while also providing strong financial returns. Environmental, Social, and Governance (ESG) investing is one such
