News & Insights

Here are three outcomes of tax policy developments this year.

To get your wheels turning, here are three scenarios that have popped up frequently over the last few weeks.

Please reach out with any of your charitable giving questions, including the most common questions about QCDs.

As you and other tax planning professionals watch and wait, it is important to keep charitable planning high on your list of strategies.

Please reach out to our team to discuss the ways your clients can support causes that align with their values, creating a lasting legacy.

The November 2024 elections will not immediately change estate tax laws, and it’s a long road from here to there.

If you only have 60 seconds, we recommend scanning these three quick updates. 

If the client is indeed involved in community organizations, let them know that you are happy to connect them to the team at the Foundation.

We understand the rules inside and out, and we are here to help your clients stay compliant and achieve their charitable goals.

Your clients who support charitable causes may be wondering how the election outcomes might impact their philanthropic plans

Current events and legal developments could impact the way you work with your charitable clients.

Gifts of stock can also help your business owner client achieve charitable goals and avoid estate tax. 

Consider tapping into your clients’ philanthropic interests as a catalyst to motivate them to start addressing year-end planning items right now.

Gifts of real estate can be a wonderful tool for both your client and the nonprofits they want to support through their fund at the Foundation.

We look forward to exploring strategies to help your clients and their families meet financial and charitable goals.