"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...

Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation, if that is your client’s goal, but gifts of stock can...

How much is enough?? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving millions of dollars, or even hundreds of thousands, to their...

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 approximately $7 million in 2026 (including adjustments for inflation)....

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 help with employee retention, too. But what are...