Summary Report on 2019 GreatCommunityGive
The 2019 GreatCommunityGive was a resounding success for the community of Harrisonburg and Rockingham County! Read the summary report to learn more about this exciting day of giving.
The 2019 GreatCommunityGive was a resounding success for the community of Harrisonburg and Rockingham County! Read the summary report to learn more about this exciting day of giving.
Keep your eye on clients’ appreciated stock–always Such a difference a year makes–maybe!? By August 2022, markets were down 12% for the year and inflation was up 8.3% year-over-year. Perhaps consequently, but then unknown, annual charitable giving was on its way to a rare (fourth time in 40 years) year-over year decline of some 4% […]
Relief from catch-up requirements: More money for charitable giving? Legislation known as SECURE 2.0 contained a dizzying array of changes to the laws governing retirement plans. Passed at the end of 2022, SECURE 2.0 is 130 pages long; overall, its purpose is to encourage more retirement savings through vehicles like employer-sponsored 401(k) plans. Lately, the […]
Mailing Address:
P.O. Box 1068
Harrisonburg, VA 22803
Located At:
317 South Main Street
Harrisonburg, VA 22801
540-432-3863 {office}
540-705-0576 {fax}