by Laura giammattei | Aug 22, 2024 | Nonprofits
“You can’t make old friends” isn’t just the title of an album; it’s an important reminder that long-term relationships are the key to successful endowment building. That’s common sense, of course, but sometimes it’s hard to put this principle into action. You’re ready...
by Laura giammattei | Aug 22, 2024 | Nonprofits
As you implement strategies to attract gifts to your endowment fund at the Community Foundation of Dunn County, it’s critical to regularly encourage donors to check their estate plans to be sure they’ve incorporated their intended bequests. Now is a perfect time to...
by Laura giammattei | Aug 19, 2024 | Professional Advisors
We’re hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This is wonderful news! You’re certainly aware that gifts of real estate to a fund at the Community Foundation...
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...
