It’s not luck… It’s because of you and this community!
With St. Patrick’s Day right around the corner and the old sentiment “Luck ‘O The Irish,” I came across an article talking about where success originates. Is it luck…serendipity…or hard work? Quite the question to ponder when one looks back on where you’ve been. I feel so fortunate to be a part of the FM […]
Stay the course: Intentional philanthropy is critical in a downturn
Your family may be among those taking their charitable giving budgets more seriously this year, given the stock market’s challenges, rising interest rates, economic concerns, and anticipated cash crunches. At the same time, not surprisingly, community needs tend to rise during uncertain economic times. As 2023 gets into full swing, inflation, housing challenges, and economic […]
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 […]
Keeping track of your charitable donations is more important than ever
When the
Bunching, long-term appreciated assets, and the fruits of helping younger clients plan their charitable giving
Developing a thorough estate plan isn’t important only for Baby Boomers and Gen Xers. Millennials, who now make up nearly a quarter of the population in the United States, may prove to be more enthusiastic planners than their parents and grandparents, according to the
The community foundation edge: Personal knowledge, QCD eligibility, and public support
Advisors frequently comment that they’re surprised to discover the many ways the community foundation can help their clients, especially compared with national donor-advised fund programs affiliated with brokerage houses or financial services firms. Here are three examples of the types of comments community foundations have heard over the years from attorneys, accountants, and financial advisors: […]
Donor Advised Funds: Working hard for our community
Donor-advised funds are a popular charitable giving tool. And right now is a perfect time to evaluate this planning strategy for your clients. In recent years, donor-advised funds have been one of the fastest-growing philanthropic planning tools in the marketplace. Donor-advised funds are popular because they allow an individual or family to make a tax-deductible […]