2017 Annual Report
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Latest News
Less can be more: Charitable giving helps parents pass wealth to childrenSeptember 6, 2024 - 2:14 pmHow 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 children could backfire and hinder their kids’ ability and motivation to achieve […]
- Gifts of real estate: Watch every stepSeptember 6, 2024 - 1:58 pm
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, just like gifts of other long-term capital assets, can be extremely tax-efficient. That’s […]
