by Laura giammattei | Apr 11, 2024 | Nonprofits
Despite what some people viewed as a softening in charitable giving over the last couple of years, philanthropy now appears to be on the upswing and is expected to rise by 4.2%. This is good context for your work with donors, especially as donors strive to engage...
by Laura giammattei | Apr 11, 2024 | Nonprofits
Many nonprofit partners across the nation have requested their community foundation teams provide a detailed example of how a complex gift comes to life and how their teams can seize the opportunity. We’re pleased to share this playbook to illustrate a situation where...
by Laura giammattei | Apr 3, 2024 | Professional Advisors
As you read up on techniques to structure philanthropy plans for your high-net-worth clients, we recommend reviewing the potential impact of the estate tax exemption sunset, as well as making sure you’re one of just half of advisors (!) who are truly helping their...
by Laura giammattei | Apr 3, 2024 | Professional Advisors
Getting a jump on a future “to-do” list is always such a good feeling. The team at the Community Foundation of Dunn County can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now....
by Laura giammattei | Apr 3, 2024 | Professional Advisors
No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still give cash! As an attorney, accountant, or financial advisor, you are well aware that giving long-term appreciated...
