Left behind? Why companies need philanthropy advice, too
It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families.
michelle@areafoundation.org
June 13, 2024
It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families.
Many community-minded individuals have served on the boards of directors of charitable organizations in our region. If you’ve served on
A donor-advised fund is one of many types of funds you can establish at the FM Area Foundation. Field-of-interest funds,
Getting a jump on a future “to do” list is always such a good feeling. The team at the FM
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.