Charitable Alphabet Soup: QCDs, CRTs, and CGAs
If you or a family member has reached the age of 70 ½, you might have heard of a tax benefit known as the Qualified … Read More
If you or a family member has reached the age of 70 ½, you might have heard of a tax benefit known as the Qualified … Read More
At the Community Foundation, we are honored to work with generous individuals and families like so many of you who’ve donated to or established funds … Read More
The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax … Read More
The new year provides a perfect time to create some goals and build a plan to achieve them. It may be cliche to talk about … Read More
As we near the end of the year, many clients are exploring ways to reduce their tax burden as well as achieve their philanthropic goals. … Read More