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5 Questions Donors May Be Asking about Qualified Charitable Distributions (QCDs)

5 Questions Donors May Be Asking about Qualified Charitable Distributions (QCDs)

Qualified Charitable Distributions (QCDs) are a beneficial tool for financial and charitable planning. Yet, as their popularity grows, so does the confusion surrounding them. To ensure you’re well-equipped… Read More


FAQs: What Clients Ask About Charitable Giving at Tax Time

FAQs: What Clients Ask About Charitable Giving at Tax Time

As we delve into the heart of the tax season, attorneys, accountants, and financial advisors are urging clients to prepare their documents for the 2023 tax returns and… Read More


Tips for Serving Clients Who Love Local Giving

Tips for Serving Clients Who Love Local Giving

If you find that your clients are looking for local giving opportunities, our community foundation is ready to collaborate with you and your clients, offering guidance on maximizing… Read More


Unrestricted Giving, the Trust Factor, and Why It Matters to Your Clients: A Guide for Advisors

Unrestricted Giving, the Trust Factor, and Why It Matters to Your Clients: A Guide for Advisors

Every year, Americans contribute generously to charitable causes, supporting over a million organizations dedicated to enhancing the quality of life in our communities. This philanthropic spirit amounts to… Read More


Big Gifts, Bullish Portfolios, and Kids Who Move Away: A Guide for Professional Advisors

Big Gifts, Bullish Portfolios, and Kids Who Move Away: A Guide for Professional Advisors

As a professional advisor, we know you’re constantly seeking ways to enhance your services and provide valuable insights to your high net-worth clients. In 2024, one topic that… Read More


Planned Giving: It’s Never Too Early to Plant the Seeds

Planned Giving: It’s Never Too Early to Plant the Seeds

In today’s philanthropic landscape, it’s not just retirees and older generations who are thinking about the future. Surprisingly, Millennials and Generation Z are already setting their sights on… Read More


Charitable Tips for the Golden Years

Charitable Tips for the Golden Years

Qualified Charitable Deductions – “QCDs” – have been gaining popularity and inspiring an increasing number of retirees to look more deeply at their plans for charitable giving. It’s not too… Read More


IRS Numbers to know for 2024

IRS Numbers to know for 2024

With 2024 right around the corner, you are likely seeing information about the IRS thresholds that are subject to change each year. Have you thought about how each of… Read More