Less can be more: Charitable giving helps parents pass wealth to children
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children
michelle@areafoundation.org
August 12, 2024
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children
Over the years, you’ve no doubt experienced a wide range of what clients perceive as “wealthy.” You’ve likely also observed that clients
We’re hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real
Donate appreciated stock to your fund at the community foundation. Yes, yes, we absolutely understand how easy it is to
It’s an election year, so you may have more questions than answers as you work with your advisors to build your financial
The Inclusive Playground is an innovative addition to our community and offers a welcoming space where individuals of all abilities
When your client is getting ready to contribute to a fund at the FM Area Foundation or other charity, remind
As your go-to resource for charitable giving techniques, the FM Area Foundation’s team pays close attention to best practices in
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