Proposed SECURE Act 2.0 and Charitable Giving
Talking Charity with your Clients: SECURE Act 2.0 and Historical Context of the Charitable Deduction Tax issues related to the charitable giving are hot topics these days as potential tax...
Information and Resources for Donors and Professional Advisors
May 4th 2022
3 Tried and True Financial Strategies for Charitable Giving in 2022
For those ready to make philanthropy a priority in 2022, proven strategies are the best bet. For Americans across the country, the new year represents two things: a chance to...
Feb 3rd 2022
Year-End Charitable Giving Reminders
As you work with your advisors on year-end planning, consider some of these giving strategies that will allow you to support the Community Foundation and charitable causes important to you...
Nov 23rd 2021
Estate Planning Opportunities: Impact of a Low-Interest Rate Environment and COVID-19
Interest rates that are used to calculate the gift tax deduction in estate planning strategies are at historically low levels in response to the slowdown of the economy and the...
Mar 5th 2021
Charitable Giving and the Coronavirus Response and Relief Supplemental Appropriations Act of 2021
The following is a summary of certain provisions of the $900 billion relief package known as the Coronavirus Response and Relief Supplemental Appropriations Act of 2021 (the “Act”) signed into...
Feb 12th 2021
Address your IRA planning now to maximize tax savings
Consider using your individual retirement account (“IRA”) to achieve your charitable giving goals in 2019. Consider using your individual retirement account (“IRA”) to achieve your charitable giving goals in 2019...
Feb 14th 2020