2025 action required: Last call for current tax rules
As you counsel clients through year-end tax planning, we encourage you to remind them that 2025 presents a critical window of opportunity for charitable giving
Strengthening Public Media, Strengthening Community
In moments when our community needs trusted information the most, local public media steps in to keep us informed, connected, and inspired. This fall, that
Rising Together Grants — Inspiring Places Grant Cycle
Through the Inspiring Places pillar, we invest in projects that help make Allen County a place where people feel connected, energized, and proud to call
Rare but powerful “charitable exits”: Know it when you see it
If your client base includes business owners, you’re no doubt at least generally aware of the benefits of giving closely-held business interests to charity. Beyond
Bread and butter strategy: QCDs for clients 70½ and older
As the economic and legislative environment continues to evolve, advisors are sharpening every tool they have to help clients meet both their financial and charitable
Donor-advised funds: Flexible, tax-friendly, and just the beginning
As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor advised funds is increasing. This is no surprise, considering