Prep Your Clients for Next Tax SeasonCongratulations! You've officially made it to the end of another tax season! As you reflect on all the work done over the past few months, you may be asking yourself, "How can I help my clients save more next year?" We've compiled...

Tax Time Blues: Why Is This So Hard?Tax time can be stressful for your clients for several reasons, and this year is no exception: A shifting legislative environment is making it difficult for you and your clients to update financial plans and tax strategies with...

Gifts of Real Estate: Watch Every StepBy Lindsay Laird, Vice President of Philanthropic ServicesWe’re hearing from more and more attorneys, accountants and financial advisors that your clients are expressing interest in giving real estate to charity as a way to extend...

Why the Interest in Charitable Gift Annuities?By Julie Dais, Director of Gift PlanningA Charitable Gift Annuity (CGA) provides a lifetime income stream, tax benefits and the opportunity to support charitable causes. This quarter, OCCF has received numerous calls from...

"If This, Then That" - Scenarios to Consider as Tax Time Approaches As attorneys, CPAs and financial advisors, you know you have clients’ attention when tax season rolls around. This makes it a great time to cover tax planning strategies for the current year and...

Practical Giving Tools for 2025As we look ahead to what 2025, we know we can expect change, but what and where is yet to unfold. We yearn for certainty, and at OCCF, we've leaned on a variety of tools to provide that certainty for more than five decades. The...

2025 Roadwork Ahead! Drop a Pin at OCCF for Your Philanthropic SolutionsAt 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 WealthyThe 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 must-read, or...

What Now? Why the Elections Won't Immediately Change Tax LawsMany 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 end of...

WANTED: A Crystal BallHumans 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 philanthropic...