Fund types tailored to your client’s charitable goals
Just as each of your clients has a unique estate plan and financial plan to meet the client’s particular situation
michelle@areafoundation.org
April 10, 2024
Just as each of your clients has a unique estate plan and financial plan to meet the client’s particular situation
Many donors and fund holders at the FM Area Foundation have updated their estate plans to leave a bequest to
At the FM Area Foundation, we are honored to work with generous individuals and families like so many of you
Your charitably-minded clients certainly have no shortage of options for their philanthropic dollars. Many clients use their donor-advised funds, for
The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and
Brian Hayer is a highly accomplished and dedicated individual who brings a wealth of experience to the FM Area Foundation.
A new year is such a great time to plan and reboot. Cliche as it may be to talk about
Retaining your clients or customers is the key to success regardless of your business or industry. As the saying goes,
As 2023 makes way for 2024, you’re no doubt inundated with information about the various IRS thresholds that are subject
The rising popularity of the Qualified Charitable Deduction–”QCD”–appears to be inspiring an increasing number of retirees to re-evaluate their charitable