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...
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...
