Give a little and feel a lot better
In the classic book
The perfect plate: Turkey, pumpkin pie, and charitable giving
As you prepare to gather with family and friends over the Thanksgiving holiday, we invite you to reach out to the team at the FM Area Foundation for suggestions on how to incorporate charitable giving into the festivities. For example: –Take this opportunity to brush up on the
The “i’s” have it: Two key topics for client meetings
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving. Let’s look at two examples of hot topics that may take a front seat in your client conversations this fall as you are helping your […]
Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The client and dozens of fellow employee shareholders are now flush with cash. “I’d like to use some of the money to give to charity,” the client tells you. “Let’s talk about a family fund at […]
Hanging in there: Charitable giving in a challenging economy
Earlier this year, Bankrate and Psych Central released the
Keeping track of your charitable donations is more important than ever
When the
How to grow your charitable giving by bundling tax savings
Many donors elect to use a donor- advised fund at the community foundation as an organizing tool, frequently recommending grants to their favorite charities in ways that mirror the ways they would make donations outright. Often, contributions to a donor- advised fund are in the form of highly- appreciated stock or other hard-to-value assets that […]
Local nonprofit rolls out red carpet to Inspire” students”
Eric, who has autism, began attending Inspire Innovation Lab five years ago after experiencing instances of eloping and self-harm, sometimes making a traditional school setting challenging. He started the Inspire Innovation Lab summer program and was welcomed with open arms by Carrie Leopold (Executive Director) and the team. With the support of staff and their […]
Farms, tax planning, and funding a family legacy
Given that there are more than
Back to basics: Reminding clients about wills, trusts, and charitable bequests
August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about whether their affairs are in good order. Of course, making sure a client has established an estate plan and executed corresponding legal documents is a priority for any attorney, accountant, or financial advisor who […]