Four FAQs to help you establish an endowment or Forever Fund Many community-minded individuals have served on the boards of directors of charitable organizations in our region. If you’ve served on a charity’s board (or several!), you are no doubt familiar with the concept of an endowment. Many charities establish endowment funds and reserve funds […]
Gifts of appreciated stock: Let the numbers do the talking No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still give cash! As an attorney, accountant, or financial advisor, you are well aware that giving long-term appreciated assets is often one […]
The Community Foundation of Harrisonburg and Rockingham County is searching for an Accounting Assistant. For full information, visit our EMPLOYMENT OPPORTUNITIES page.
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 […]
The Community Foundation of Harrisonburg and Rockingham County (TCFHR) is pleased to share a new partnership with the Virginia Ready Initiative, a statewide nonprofit dedicated to convening credential-based learning opportunities to upskill Virginians for economic mobility. Their sunset operations plan for 2024 details an investment of their remaining $1.33 million+ funds into other Virginia nonprofits, […]
Summer reading that’s worth a forward Every week, the team at The Community Foundation works with a wide range of charitably-minded individuals and families who are either already working with The Community Foundation or are considering establishing a donor-advised or other type of fund to organize their giving. We also talk with attorneys, accountants, and […]
