Estate planning: Your kids … and your community
Estate planning: Your kids … and your community As you contemplate your legacy and adjust your estate plan over the years, it’s natural to focus on your children and family as the primary beneficiaries in your will and trust. If you’re like an increasing number of charitably-minded individuals, though, you might find that your perspectives […]
Four FAQs to help you establish an endowment
Four FAQs to help you establish an endowment or Forever Fund Many community-minded individuals have served on the boards of directors of charitable organizations in our region. If you’ve served on a charity’s board (or several!), you are no doubt familiar with the concept of an endowment. Many charities establish endowment funds and reserve funds […]
Gifts of appreciated stock: Let the numbers do the talking
Gifts of appreciated stock: Let the numbers do the talking 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 assets is often one […]
Position Opening: Accounting Assistant
The Community Foundation of Harrisonburg and Rockingham County is searching for an Accounting Assistant. For full information, visit our EMPLOYMENT OPPORTUNITIES page.
Position Opening: Donor Services Assistant
The Community Foundation of Harrisonburg and Rockingham County is searching for a Donor Services Assistant. For full information, visit our EMPLOYMENT OPPORTUNITIES page.
Fund types tailored to your client’s charitable goals
Fund types tailored to your client’s charitable goals Just as each of your clients has a unique estate plan and financial plan to meet the client’s particular situation and goals, each of your philanthropic clients needs a unique charitable giving plan. For example, for some clients, giving shares of highly-appreciated stock consistently every year to […]
News from Washington: An update on donor-advised funds
News from Washington: An update on donor-advised funds The IRS proposed regulations concerning donor-advised funds, issued in November 2023. Certainly these regulations are just “proposed”; it is unclear whether and to what extent they will become final. If you routinely read financial publications, you may have seen articles about these proposed regulations and speculation about […]
Tax return reviews help clients level up charitable giving plans
Tax return reviews help clients level up charitable giving plans Tax time has its silver linings! Going over a tax return with a client helps start a productive conversation about ways to plan gifts to charity more effectively. As you scan 2023’s charitable contributions, talk with the client about whether those charitable gifts were made […]
Our door is open: What happens when you meet with the team
Our door is open: What happens when you meet with the team At The Community Foundation, we are honored to work with generous individuals and families like so many of you who’ve established funds to support the causes you care about and the needs of our community both now and in the future. We’re also […]
Full circle: Grow your philanthropy through recurring gifts
Full circle: Grow your philanthropy through recurring gifts Developing a practice of regular contributions to your donor-advised fund at The Community Foundation not only allows you to systematically build a philanthropic nest egg for your annual giving to favorite charities, but also paves the way for your future legacy bequests. Whether your cadence of contributions […]
Tips for serving clients who love local
Tips for serving clients who love local Your charitably-minded clients certainly have no shortage of options for their philanthropic dollars. Many clients use their donor-advised funds, for example, at The Community Foundation to support favorite charities across the country, including alma maters, organizations in the communities where they’ve lived in the past or have […]
Psst: Don’t forget about charitable gift annuities
Psst: Don’t forget about charitable gift annuities Certain charitable clients may wish to structure a gift to charity so that the client retains a lifetime income stream. Keep in mind that a charitable gift annuity (“CGA”) could be an attractive option for these clients. Plus, if the client is 70 ½ or older, the […]
