by Laura giammattei | Jan 18, 2024 | Professional Advisors
If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them. Take a few minutes this month to...
by Laura giammattei | Jan 18, 2024 | Professional Advisors
2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why we’re here! The team at the Community Foundation of Dunn County is committed to keeping you up-to-date on what you need to know....
by Laura giammattei | Jan 12, 2024 | Nonprofits
More often than not, boards of directors of nonprofit organizations are made up of business and community leaders who are not typically embedded in the day-to-day operations of charitable organizations. That’s why it’s important to focus on continuous learning...
by Laura giammattei | Jan 8, 2024 | News and Notes, Professional Advisors
The Community Foundation of Dunn County will be hosting its 4th annual Tasting for Professional Advisors event on Tuesday, February 20th at 6th Avenue Cidery in Menomonie. This year’s event is a Cider Tasting and will feature 6th Avenue Cidery’s very own...
by Laura giammattei | Jan 6, 2024 | Nonprofits
Millennials and Generation Z are already focused on retirement, and 30% of them are setting their sights on becoming millionaires to achieve their goals. What this means for you and other charitable organizations is that it’s likely a smart move to expand your planned...
