Advancing Your Purpose: Considerations for a Philanthropic Retirement
If you’ve recently retired, you may still be figuring out the ideal balance of activities. If you’ve been retired for several years, you might still … Read More
News & Stories
Yes, You are a Philanthropist!
“Philanthropist” is a big word that often conjures up images of the ultra-wealthy making big donations to nonprofits, especially when people like Bill Gates have … Read More
“It’s So Easy”: How The Community Foundation Makes Giving Such a Pleasure
As individuals, families, and businesses get more involved in charitable giving, it’s not uncommon to become overwhelmed with all the options for supporting favorite nonprofits. … Read More
Comparing Two Scenarios: Why the Step-up in Basis Matters
As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, … Read More
Philanthropy: It’s a Marathon, Not a Sprint
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 … Read More