It’s October! You are well aware of the calendar, of course, and so are your clients. You’ve also likely already begun reminding clients about year-end tax deadlines and important loose
The Community Foundation team is happy to keep an eye out for what’s trending in the field of charitable planning, especially developments that impact your work with your charitable clients
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
As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning
As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait,
