Generational shifts: Fulfilling clients’ charitable wishes
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial
michelle@areafoundation.org
April 10, 2025
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial
When working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely
As attorneys, CPAs, and financial advisors, you know that trust is the foundation of your relationships with clients. Your clients
As you consider your 2025 giving priorities, you’ll no doubt recall that writing a check to favorite charities is not
Tax time is a great reason to review the basics! At the FM Area Foundation, we aim to help make
The FM Area Foundation is committed to giving back to our local nonprofits. In an effort to commemorate distinguished board
Most of your philanthropic clients likely support various charities year after year. The causes they support represent a range of
As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around.
You’re ready to roll into a new year, including staying involved with the charities you love, whether as a donor,
If you’ve not yet involved your children or grandchildren in your charitable giving, this may be the year to consider