Resources
Closely-held stock is having a moment
Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if...
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Resources
Starting the charitable conversations with your clients
Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost always creates an emotional planning environment, whether the matter...
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Resources
Advising the Charitable Millionaire Next Door
*This article includes external informational links and is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice.With so many of your charitably inclined clients holding large sums of...
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Resources
“Shell funds” and other handy tools for charitable clients planning ahead
Getting a jump on a future “to do” list is always such a good feeling. The team at the Community Foundation can help you with your clients’ long-term charitable giving plans by putting in place...
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