We work with business owners to structure charitable giving plans that achieve the company’s goals for its employees and the community. For your clients that run a business, here are some of the changes to the charitable deduction rules that apply to corporations.
Philanthropy News
Changes under the One Big Beautiful Bill Act are creating complexity, opportunity, and, for some, urgency. Evaluate whether your client could benefit from “bunching” charitable contributions in 2025.
In case you needed a reminder of the benefits of donating highly-appreciated assets, here’s a look at the numbers.
Why a Fund at The Community Foundation Is the Ideal Recipient
As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty.
There are many misconceptions about the differences between private foundations and donor advised funds. Here are three common ones to help you guide your clients.
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Boomer clients establish financial and estate plans to pass their wealth to their Gen X, Gen Z and Millennial children.
Charitable giving can have positive effects on a donor’s mental and physical health. Help make them happy!
A look at three local philanthropists who used estate planning to support the good work of nonprofits in perpetuity