Documentation is no joke and coffee is not milk: Two important tax rulings
At the FM Area Foundation, we value the role you play in helping individuals and families make the most of their charitable giving. That’s why we’re committed to providing regular updates on legal and policy developments that may impact your clients. In two recent rulings, the underlying message is consistent: Courts and the IRS continue […]
Case study: Charitable giving in a down market
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately signal a prolonged downturn, the mere possibility of a bear market can influence how clients think about everything from retirement timelines to charitable giving. As […]
Spring Professional Advisor Social
Sip, Connect & Celebrate a Year Worth Toasting Thanks to the partnership of advisors in our region, this past year marked a record for new charitable funds and contributions at the community foundation, reflecting growing client interest in strategic, purpose-driven giving. We’re excited to host our Professional Advisor Spring Social on June 2, 2026, from […]
Sudden life changes: Charitable giving can help clients get through it
As an attorney, CPA, or financial advisor, you are no stranger to witnessing the ripple effects of life’s unexpected curveballs. If you represent a client over many years, you’re very likely at some point to help the client through a serious illness, a loved one’s death, business challenges, marital dissolution, strained relationships with children, or […]
What type of fund, or funds, is right for you?
At the FM Area Foundation, we know that charitable giving is deeply personal and that choosing the right tools matters just as much as choosing the causes you care about. Whether you are considering establishing your first fund with the FM Area Foundation or considering adding another fund to complement the ones you already have, […]
Eye on the storms: Keep giving
Uncertain times often cause people to pause and reassess. Whether the uncertainty comes from markets, employment changes, health concerns or the general feeling that the world is unpredictable, it is natural to wonder what this means for your financial plan. For many donors, that uncertainty also raises a question about charitable giving: should I slow […]
Why 2026 is different: Four tax-time reminders
It’s tax season, which means it’s a terrific time to ensure that your charitable giving goals are on track. If you’ve already established a fund at the FM Area Foundation, please reach out to discuss your charitable priorities for 2026 and beyond. If you’ve not yet established a fund but are considering doing so, we […]
Two Opportunities to Meet in Arizona
The FM Area Foundation team is looking forward to hosting two upcoming events in Arizona. North Dakota Picnic in Arizona Sunday, March 1 | 10 a.m. to 2:30 p.m.Red Mountain Park (7745 E Brown Rd) | Mesa, Arizona The North Dakota Picnic in Arizona is happening March 1 at the Red Mountain Park in Mesa, […]
Planning for clients’ incapacity: Why charitable intentions matter
The team at the FM Area Foundation is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. Of course, as you work with your charitable clients, you routinely determine the best way to incorporate philanthropic intentions into wills, trusts, and beneficiary designations. But how frequently do you […]
A key to client retention: Consider charitable planning
Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. As the saying goes, keeping an existing client—and earning additional work from that client—is far easier and more cost-effective than securing a new client. For professionals who work in estate, tax, and financial planning, this principle becomes especially important during […]