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Category: community foundation

FM Area Foundation Distinguished Board of Directors Scholarship

The FM Area Foundation is committed to giving back to our local nonprofits. In an effort to commemorate distinguished board members who have completed three full terms with our organization, we have decided that starting in 2025 and in the year proceeding with these individuals’ dedicated service, we will establish a $500 Scholarship for individuals […]

For clients who love local causes, the FM Area Foundation is the place

Most of your philanthropic clients likely support various charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values and community priorities.  Many of the charitable organizations your clients support are local. That’s important to note […]

“If this, then that”: Scenarios to consider as tax time approaches

As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving topics into your tax season client conversations, we’ve put together tips to address […]

If this, then that: Your charitable planning cheat sheet

At the FM Area Foundation, we’ve recently been asked by attorneys, CPAs, and financial advisors for “cheat sheet” resources to make it easy to determine which type of charitable planning tool is best for a particular client. We love that idea! We’re always happy to be a sounding board for any client situation where charitable […]

QCDs: $105,000, $108,000, and more things to smile about

As you and other attorneys, CPAs, and financial advisors put the finishing touches on implementing clients’ year-end charitable giving plans, you may have a moment when it hits you: “Wait, how exactly does a Qualified Charitable Distribution work?”  That’s a great question, and you are not alone if you’re asking. Even though QCDs are well-covered […]

Estate tax planning: What’s your next move?

As attorneys, CPAs, and financial advisors, you’re aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a post-election Congress takes action to prevent the estate tax exemption sunset at the end of 2025 will potentially affect how you design your clients’ wealth transfer strategies. During this […]

Generational impact, with or without children

At the FM Area Foundation, we’re honored to work with our donors and fund holders to achieve a wide range of charitable giving priorities that often involve multiple charitable giving vehicles. It’s not uncommon, for example, for an individual’s or couple’s “portfolio” of philanthropy with the community foundation to look something like this: A donor-advised […]

Fostering trust and making a difference

Many people are not aware of the extent to which America’s charitable organizations help improve the quality of life in our communities. From social services to the arts, virtually every aspect of our lives is touched by the work of nonprofits. Indeed, the gifts Americans give to charity every year total more than $557 billion and provide critical support […]