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...

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 clients have emotional attachments to their...

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 and know the ways the Community Foundation can help. For...

At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has reached the $1 million level. Thanks in part to stock market...

When your client is getting ready to make a contribution to a fund at the Community Foundation or other charity, remind them not to automatically reach for the checkbook! Here are other (and typically more tax-savvy) options to consider. Marketable Securities - Gifts...

We are committed to helping you serve your charitable clients regardless of where the proposed donor-advised fund regulations ultimately land. DAFs are popular because they allow your client to make a tax-deductible transfer of cash, marketable securities or another...