by Laura giammattei | Sep 9, 2024 | Professional Advisors
The team at the Community Foundation of Dunn County keeps a finger on the pulse of current events and legal developments that could impact the way you work with your charitable clients. Below are three notable items that you’ll likely want to keep in mind this fall....
by Laura giammattei | Sep 9, 2024 | Professional Advisors
Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if that is your client’s goal, but gifts of stock can...
by Laura giammattei | Sep 9, 2024 | Professional Advisors
“Nothing is so fatiguing as the eternal hanging on of an uncompleted task.” –William James Procrastination is a drain in ways that go far deeper than the incomplete task itself. We know this intellectually, but it can be so hard to break the procrastination...
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...
