by admin | Mar 4, 2024 | Professional Advisors
On an ongoing basis, the team at the Community Foundation tracks legislation, legal developments, trends, news, and innovative strategies for all types of charitable giving so that we can keep fund holders and their advisors up to date! Recently, donor-advised funds...
by admin | Mar 4, 2024 | Professional Advisors
Just as each of your clients has a unique estate plan and financial plan to meet the client’s particular situation and goals, each of your philanthropic clients needs a unique charitable giving plan. For example, for some clients, giving shares of highly-appreciated...
by admin | Mar 4, 2024 | Professional Advisors
Tax time has its silver linings! Going over a tax return with a client helps start a productive conversation about ways to plan gifts to charity more effectively. As you scan 2023’s charitable contributions, talk with your client about whether those charitable gifts...
by admin | Feb 20, 2016 | Grants
Teacher Mini Grant 2015 Cycle: Mac Mini for 5th grade class at Oaklawn Elementary During the 2015 grant cycle, the Community Foundation provided mini-grants for teachers in the Menomonie area. One of those grants went to Matthew Wigdahl’s 5th grade class at Oaklawn...
by admin | Dec 21, 2015 | Professional Advisors
On December 18, Congress passed the PATH Act, which renews and makes permanent the Charitable IRA provision of 2006, making it easier for Americans to give to causes they care about. This provision has the power to help local charities strengthen their communities by...
