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Lauren Jefferson2024-09-06 14:14:382024-09-09 10:23:55Less can be more: Charitable giving helps parents pass wealth to children
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Lauren Jefferson2024-09-06 13:58:112024-09-09 15:15:53Gifts of real estate: Watch every step
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Lauren Jefferson2024-09-06 13:49:342024-09-06 13:49:58Charitable planning can help ease client procrastination
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Lauren Jefferson2024-08-30 10:42:582024-09-04 13:31:512024 Great Community Give nets $2.2 million, marking seven years of growth
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Lauren Jefferson2024-08-28 08:45:002024-08-28 14:42:31Donor-advised fund fees decrease
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Lauren Jefferson2024-07-23 17:12:432024-08-28 10:04:04The Community Foundation Receives Adult Vocation Studies Grant Funding
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Lauren Jefferson2024-07-03 13:35:302024-07-03 13:35:30Summer reading that’s worth a forward
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Lauren Jefferson2024-07-03 13:20:572024-08-28 09:46:31Philanthropy: It’s not one size fits all
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Lauren Jefferson2024-07-03 13:12:122024-07-03 13:12:12Up in the air: Charitable planning in a shifting tax landscape
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 children could backfire and hinder their kids’ ability and motivation to achieve […]
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 […]
