Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs
Now is the time to share important reminders with your clients about year-end gifts. Time is indeed of the essence!
As you prepare to gather with family and friends over the Thanksgiving holiday, we invite you to reach out to
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a
During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The
Earlier this year, Bankrate and Psych Central released the
Many donors elect to use a donor- advised fund at the community foundation as an organizing tool, frequently recommending grants
Eric, who has autism, began attending Inspire Innovation Lab five years ago after experiencing instances of eloping and self-harm, sometimes
