by Laura giammattei | Aug 19, 2024 | Professional Advisors
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving millions of dollars, or even hundreds of thousands, to their...
by Laura giammattei | Aug 19, 2024 | Professional Advisors
Over the years, you’ve no doubt experienced a wide range of what clients perceive as “wealthy.” You’ve likely also observed that clients have different assumptions about what it takes to be a “philanthropist.” The interplay between a client’s perception of personal...
by Laura giammattei | Aug 1, 2024 | News and Notes
Jeans and Jewels is our annual fundraising event that enables the Community Foundation to continue its ongoing work in philanthropy, collaboration, and leadership. The charitable needs of our community are constant, and we will always do our part to support those...
by Laura giammattei | Jul 11, 2024 | Nonprofits
We’re giving you fair warning that the team at the Community Foundation of Dunn County is not going to stay quiet when it comes to emphasizing the importance of understanding at least the basics of the estate tax exemption sunset. Yes, we will be that broken record! ...
by Laura giammattei | Jul 11, 2024 | Nonprofits
A recent study sheds light on how high net-worth people who’ve made their own money tend to approach philanthropy. As it turns out, self-made millionaires are more likely to give to charity than those who inherited their wealth–a whopping 93% reported doing so. People...
