2025 Roadwork Ahead: Drop a Pin at OCCF for Your Philanthropic Solutions
2025 Roadwork Ahead! Drop a Pin at OCCF for Your Philanthropic Solutions At the Community Foundation, we’ve recently been asked by attorneys, CPAs and financial advisors for a “road map” to determine which type of charitable planning tool is best for a particular...
Charitable Giving Can Help Bridge Generations’ Differing Definitions of “Wealthy”
Charitable Giving Can Help Bridge Generations’ Differing Definitions of Wealthy The recently-released Bank of America Private Bank Study of Wealthy Americans’s insights into shifting views on wealth and the disconnect on inheritance expectations make it a...
What Now? Why the Elections Won’t Immediately Change Tax Laws
What Now? Why the Elections Won’t Immediately Change Tax Laws Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest is the much-analyzed sunset of the higher estate tax exemption, scheduled for the...
Wanted: A Crystal Ball
WANTED: A Crystal Ball Humans crave certainty, and that is certainly not what this election season is providing, especially where taxes are concerned. Your clients who support charitable causes may be wondering how the election outcomes might impact their...