Walking Into the Sunset: Thoughtful Planning Now for Your Clients
Walking Into the Sunset: Thoughtful Planning Now for Your Clients Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption from $13.61 million per person in 2024 to...
Mixing Business with Charity: Due Diligence
Mixing Business with Charity: Due Dilligence In general, a community engagement strategy can be good for business, if well-executed. For example, almost half of consumers view a brand favorably when they support a charitable cause. Community engagement programs can...
Gifts of Appreciated Stock: Picking Favorites
Gifts of Appreciated Stock: Picking Favorites You’re aware that donating highly appreciated stock to a fund at the Community Foundation offers significant advantages for your clients over making cash gifts. Communicating this benefit, however, can be challenging when...
A Great Business Partnership – OCCF and Corporate Giving
A Great Business Partnership - OCCF and Corporate Giving Are you considering that many of your clients are executives in companies whose leaders want the company itself to lean into charitable giving? It is wise to be aware of best practices in corporate philanthropy...