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...
by Laura giammattei | Jun 3, 2024 | Professional Advisors
As your go-to resource for charitable giving techniques, the Community Foundation team pays close attention to best practices in addressing the broad range of your clients’ charitable intentions to support both near-term and long-term community needs. This includes...
by Laura giammattei | Jun 3, 2024 | Professional Advisors
It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of these clients are already supporting their favorite community causes, and it’s your job to make sure they...
by Laura giammattei | Jun 3, 2024 | Professional Advisors
At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has reached the $1 million level. Thanks in part to stock market...
