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.
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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 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 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 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 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 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 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 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 […]
FAQs: A snapshot of clients’ tax-time charitable giving questions The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax returns and 2024 planning. Now is a good time for advisors to review a few basic tax principles related to charitable […]
What happens when I leave a bequest to my fund at The Community Foundation? Many donors and fund holders at The Community Foundation have updated their estate plans to leave a bequest to their donor-advised or other type of fund. Some bequests take the form of a “specific bequest,” which means that the fund at […]
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 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 […]