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...
by Laura giammattei | Mar 6, 2024 | Nonprofits
If your organization has established an endowment or agency fund with the Community Foundation of Dunn County, your staff and board of directors are already experiencing the benefits of our relationship. We are here to help you grow critical financial resources to...
by Laura giammattei | Mar 6, 2024 | Nonprofits
You’re no doubt familiar with donor-advised funds, especially if some of your donors use their donor-advised funds at the Community Foundation of Dunn County to support your organization. What you might not know is that the national average annual “pay-out rate” for...
