Reading roundup: What’s worth a skim to stay up to date on charitable planning
The community foundation team is happy to keep an eye out for what’s trending in the field of charitable…
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What happens if your client wants to give government securities to charity?
Every day, the community foundation works with attorneys, CPAs, and financial advisors to help clients support the charities and…
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Estate Planning: Go beyond the thirteen magic words
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week,…
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Worth a read: Moving from charitable transactions to charitable strategy
At the community foundation, our team keeps an eye out for helpful sources and reading material to help you…
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Bunching charitable gifts, year-end, and getting ahead
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season….
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Highs and lows: Reminding clients about stock gifts
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a…
