Legal developments: We’re watching!
As your go-to resource for charitable giving techniques, the FM Area Foundation’s team pays close attention to best practices in
Courtney Larson
June 13, 2024
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
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