Checking in on your charitable plan
“Life is what happens to you while you’re busy making other plans.” — John Lennon You’ve certainly heard that well-known quote. But have you thought about it in the context of your charitable giving? It’s common to create a charitable giving plan during a particular season of life. Perhaps you established a donor-advised fund after […]
Closer to home: Steps to move your donor-advised fund to the community foundation
At the FM Area Foundation, we work with a wide range of donors who want to support favorite charities and causes they care about. Sometimes we meet with individuals and families who have already begun their charitable giving journey by establishing a donor-advised fund at a national charitable sponsor or commercial provider. Over time, many […]