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...
by Laura giammattei | Jul 11, 2024 | Nonprofits
By the time summer rolls around, reflecting on what happened last year may feel like cognitive whiplash. That’s not the case, though, with the statistics from the annual Giving USA report that are released every June for the prior year. The team at the Community...
by Laura giammattei | Jul 11, 2024 | Professional Advisors
Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption from $13.61 million per person in 2024 to approximately $7 million in 2026 (this includes adjustments for...
by Laura giammattei | Jul 11, 2024 | Professional Advisors
Your clients who are corporate executives have likely wondered at some point about the benefits of aligning their companies with philanthropy, whether specific causes or particular organizations. In general, a community engagement strategy can be good for business, if...
by Laura giammattei | Jul 11, 2024 | Professional Advisors
You’re well aware that donating highly-appreciated stock to a fund at the Community Foundation of Dunn County offers significant advantages for your clients over making cash gifts. Communicating this benefit, however, can be challenging when clients have emotional...
