Until recently, an attorney, CPA, or financial advisor’s relationship with many client couples has tended to focus on the male partner. Driving this dynamic is that male advisors historically have...
The team at the community foundation helps you stay up-to-date on legal and policy developments that could impact planning recommendations for your philanthropic clients. It is our pleasure to serve...
As an attorney, CPA, or financial advisor, you’ve probably seen the news that the number of 401(k) accounts with balances topping $1 million had risen by 9.5% to 544,000 as...
With the new year underway, the Community Foundation for Southeast Michigan is watching the shifting landscape in Washington, D.C., with a Republican-led Congress and President Trump’s return to the executive...
As the year draws to a close, it’s the perfect time to reflect on the causes you care about and make plans to support them. Did you know that December...
Charitable giving during the final few weeks of the year makes up a significant portion of total revenue for most organizations. Some research even shows that a whopping 26% of...
For your charitably-inclined clients who are 70 ½ and older, we simply cannot emphasize enough the benefits of a tool known as a Qualified Charitable Distribution, or “QCD.” A QCD...
As an attorney, CPA, or financial advisor, you offer clients valuable knowledge and support. We’re grateful that so many of you regularly reach out to the team at the community...
By Lindsey Rossow-Rood Director, Donor Services Philanthropy offers a powerful way to shape the world around you, but it can sometimes feel overwhelming to navigate all the options. Whether you’re...