Helping Clients Organize Their Giving Through a Donor Advised Fund
Your clients will arrive in 15 minutes. You’re reviewing the file. Everything is in order. The estate planning documents are up to date, you’re ready
A Mixed Bag: Budget Legislation
With President Biden’s Build Back Better 2022 budget reconciliation bill still pending, the White House just released its Fiscal Year 2023 budget proposal laying out
Current Charitable Giving News – ACE Act Update
You’ve no doubt noticed that donor advised funds have been featured more prominently over the last few weeks in financial and wealth management publications. That’s
Have the Conversation About Leaving Your Legacy
As we, the Community Foundation of Greater Fort Wayne, celebrate our 100th anniversary we have thought a lot about legacy throughout the years. Especially the
Winds of Change and Headwinds: Legislation and Inflation
You’ve no doubt noticed that donor advised funds have been featured more prominently over the last few weeks in financial and wealth management publications. That’s
Adventuresome Giving: Closely-Held Business Interests
The number of businesses in the United States totals more than 27 million, but only a tiny fraction of those are publicly traded. Even