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...
by Laura giammattei | Apr 3, 2024 | Professional Advisors
As you read up on techniques to structure philanthropy plans for your high-net-worth clients, we recommend reviewing the potential impact of the estate tax exemption sunset, as well as making sure you’re one of just half of advisors (!) who are truly helping their...
by Laura giammattei | Apr 3, 2024 | Professional Advisors
Getting a jump on a future “to-do” list is always such a good feeling. The team at the Community Foundation of Dunn County can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now....
by Laura giammattei | Apr 3, 2024 | Professional Advisors
No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still give cash! As an attorney, accountant, or financial advisor, you are well aware that giving long-term appreciated...
