Donor-advised fund do’s and don’ts
A donor-advised fund is one of many types of funds you can establish at the FM Area Foundation. Field-of-interest funds,
michelle@areafoundation.org
May 10, 2024
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.
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,