Philanthropy may sound like a big word, but its meaning is beautifully simple. The team at the community foundation loves reflecting on philanthropy as a “love of humanity,” especially as we help you move into action with a few important first steps. Discover what happens when we meet for the first time to explore your charitable priorities and the impact you envision.
Life changes, families grow, and community needs evolve, which means your charitable plan may deserve an occasional review. Check out key questions to consider as you revisit your giving goals, beneficiary designations, family involvement, and opportunities to make your philanthropy easier and more meaningful.
Qualified Charitable Distributions (QCDs) continue to create meaningful planning opportunities for clients over age 70½. With expanded giving limits, new charitable planning options, and proposed legislation that could simplify QCDs from workplace retirement plans, now is an ideal time to revisit charitable strategies with eligible clients. Learn how partnering with the community foundation can help clients maximize both philanthropic impact and financial benefits.
Philanthropy may sound like a big word, but its meaning is beautifully simple. The team at the community foundation loves reflecting on philanthropy as a “love of humanity,” especially as we help you move into action with a few important first steps. Discover what happens when we meet for the first time to explore your charitable priorities and the impact you envision.
