Up in the air: Charitable planning in a shifting tax landscape
It’s an election year, which means you may have more [...]
Qualified Charitable Distributions (QCDs): A hidden gem of your financial plan
If you (and/or your spouse!) own one or more IRAs, [...]
News from Washington: An update on donor-advised funds
Recently, we shared that our team is closely tracking the [...]
What happens if I leave a bequest to a fund at the community foundation?
Many donors and fund holders at the community foundation have [...]
Clean Slate: Tips for Charitable Giving in 2024
A new year is such a great time to plan [...]
6 Important Reminders for Supporting your Favorite Causes During the Year-end Rush
Holidays and tax planning (although very different in the ways [...]
Bridging the gaps in multi-generational family philanthropy
Differing views within families is nothing new; differing views about [...]
Summer topics worth watching
The Charitable Act Proposed legislation known as the Charitable Act [...]
In case you missed it: Three tax tips for this season
1. Energy incentive extends to nonprofit organizations Nonprofits and other [...]
Giving a business to charity: Stack the odds in your client’s favor
Despite recent reports of a 55% decline in charitable giving [...]