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...
by Laura giammattei | Mar 6, 2024 | Nonprofits
Most of your donors have been made aware, often repeatedly, that giving highly-appreciated stock to favorite charities is a very tax-effective strategy. Indeed, gifts of shares held for more than a year are typically deductible by the donor at fair market value. When...
