Good news keeps coming: Retirement plans and charitable giving
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a qualified charity without recognizing the distribution as taxable income, QCDs can help […]
Getting creative: Unusual noncash assets can make great gifts to charity
If you’re like many advisors, you may have discovered that often charitable giving conversations begin (and end!) with cash or appreciated stock. And of course, you are well aware that appreciated stock is an excellent choice for your clients to fund a donor-advised or other type of fund at the FM Area Foundation because it […]
FM Area Foundation Invites Community to Celebrate $100 Million in Grants Awarded
The FM Area Foundation is inviting community members, nonprofit partners, donors and professional advisors to join a special Summer Celebration on Tuesday, Aug. 11, as the Foundation marks a significant milestone: more than $100 million in grants awarded to charitable causes throughout Cass and Clay counties. For more than 65 years, the FM Area Foundation […]