by Laura giammattei | Jan 6, 2025 | Professional Advisors
Over the years, more than a handful of attorneys, CPAs, and financial advisors have shared with the Community Foundation of Dunn County that their happiest clients seem to be those who’ve incorporated charitable giving into their estate and financial plans. Whether or...
by Laura giammattei | Jan 6, 2025 | Professional Advisors
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025. As compelling as year-end giving may be, perhaps even more compelling are the reasons for...
by Laura giammattei | Jan 6, 2025 | Professional Advisors
We all know that the new year and a new administration brings lots of potential change. So what is going on that you need to know about to serve your charitable clients? At the top of the list of issues we’re watching is what might happen with the Tax Cuts and Jobs...
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...
