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...
by Laura giammattei | May 6, 2024 | Professional Advisors
Charitable giving in an election yearWhile charitable giving historically has been resilient in the midst of an election, it’s worth bearing in mind that some sources predict that political donations will eat into your clients’ budgets for charitable gifts. As you...
by Laura giammattei | May 6, 2024 | Professional Advisors
When your client is getting ready to make a contribution to a fund at the Community Foundation of Dunn County or another charity, remind them not to automatically reach for the checkbook! Here are other (and typically more tax-savvy) options to consider: Marketable...
by Laura giammattei | May 6, 2024 | Professional Advisors
The Community Foundation of Dunn County is committed to providing timely updates on legal and policy developments to help you and other professionals who advise philanthropic clients stay on top of best practices in charitable planning. In that spirit, donor-advised...
