Giving Flurries
I love animated movies, and yes, I’m a fan of the “Frozen” movies. If you’ve seen the Disney movie, “Frozen”, you’ll recall when Olaf, the adorable and somewhat ditzy snowman, starts to melt, Elsa uses her magical powers to...
Window of Opportunity for Donating Appreciated Stock is Now
Fall is the time of year when many of us think about the timing of our charitable gifting. The end of the year is a popular time to give to charities, and it is an opportunity for tax planning,...
Professional Advisors are Key Connectors to Community Giving
Professional Advisors in the photo above attend an interactive seminar focusing on the 2018 tax changes and how they affect charitable giving. Since the inception of the Community Foundation in 1998, professional advisors have been our core link with...
Conversations that Pay
I like to talk. I think most people do. Though spending time in conversations isn’t necessarily seen as financially beneficial, I know that the time spent in conversations about charitable giving when connected with financial and estate planning, do...
Charitable Gifts, Like Donor Relationships, Evolve
Community Foundation relationships grow deep over time. As donors get to know us they realize the cost savings benefit of our low fees and expert gift planning. In time, donors can see the impact their gifts will bring to...
Tax Changes and Stock Market Fluctuations Not Driving Most Charitable Gift Timing
I am often asked if charitable giving to the Community Foundation depends on the economy. Are recent tax changes helping or hurting charitable giving? Is the booming economy and up/down stock market encouraging or hindering philanthropy? Does the inclination...
Summer is a Good Time for Charitable Gift Planning
“When is your busy time of the year?” is a question I am sometimes asked. It is a common assumption that the very end of the year is busiest due to year-end giving. Although every day is full at...
Dog Days of Summer:Time for Gift Planning.
I have heard that the “Dog Days of Summer” is a period marked by lethargy and inactivity, but personally and professionally, that description doesn’t apply to me. Unless you are tanning on a beach blanket, how can anyone become...