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 […]
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
Give a little and feel a lot better
In the classic book
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 […]
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
Planning a benevolent exit
If you’re a business owner, at some point you may begin thinking about an exit strategy. Before you start putting out feelers to potential acquirers, you may wish to explore the benefits of contributing an ownership interest in your business to a donor-advised fund or other type of fund at the FM Area Foundation. If you’ve […]
Doing good, feeling better, and making a difference
At first glance, philanthropy and positive psychology appear to have very little in common. Philanthropy is a term generally associated with giving money to charities, doing good in the community, and creating social value. Positive psychology usually conjures up images of an academic approach to emotional strengths and virtues that enable people to thrive. But […]