Highs and lows: Reminding clients about stock gifts
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax
Courtney Larson
September 10, 2026
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax
The FM Area Foundation has awarded $454,725 in scholarships to more than 200 area students for the 2026–2027 academic year,
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As
At the FM Area Foundation, we work with a wide range of individuals, families, and businesses for whom charitable giving
You might initially think of a donor-advised fund as a simple charitable savings account: contribute assets, immediately receive a tax
August is Make-A-Will Month, making it the perfect time to think about more than just your financial plans. It’s an
“Life is what happens to you while you’re busy making other plans.” — John Lennon You’ve certainly heard that well-known
At the FM Area Foundation, we work with a wide range of donors who want to support favorite charities and
In 2025, we were pleased to welcome 36 new funds established by philanthropic individuals, families and businesses throughout our community.
Timothy J. Beaton believed philanthropy had the power to transform communities. As Executive Director of the FM Area Foundation from