Providing guidance for loved ones about your charitable giving
Providing guidance for loved ones about your charitable giving Whatever their age or health status, most people are aware that they need to document important financial and personal information for loved ones, just in case the unexpected occurs. We’ve all heard stories about someone’s family member who passed away and left little, if any, information […]
Planned giving pointers
Planned giving pointers As you’ve chatted over the years with the professionals working at your favorite nonprofits, you’ve likely heard the term “planned giving.” You may have even wondered what the term means–even if you have already structured so-called “planned gifts” to support your favorite charities! Here are a few pointers to help break down […]
Tax law twists and turns: Five developments impacting charitable giving
Tax law twists and turns: Five developments impacting charitable giving 2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why we’re here! The team at The Community Foundation is committed to keeping you up-to-date on what you need to know. Here’s […]
Unrestricted giving, the trust factor, and why it matters to your clients
Unrestricted giving, the trust factor, and why it matters to your clients The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of life in our communities. Philanthropy equates to 2% of GDP–that’s a little more than the home health care services […]
Announcing Keynote Speakers for Rocco Forum on Philanthropy 2024
Learn more about our speakers and their book: The Generosity Crisis: The Case for Radical Connection to Solve Humanity’s Greatest Challenges. https://www.chappell-crimmins.com/
Big gifts, bullish portfolios, and kids who move away
Big gifts, bullish portfolios, and kids who move away If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them. Take a few minutes this month to […]
Philanthropy keeps your clients sticky
Philanthropy keeps your clients sticky Regardless of your business or industry, retaining your clients or customers is a key to success. And as the saying goes, it’s easier and less costly to retain or get more work from a current client than it is to find a new client. As an attorney, accountant, or financial […]
Three things every philanthropist must know about the gift and estate tax sunset
Three things every philanthropist must know about the gift and estate tax sunset The shorter days of fall and winter aren’t the only sunsets creeping up on people these days. If you’ve met with your estate planning attorney and tax advisors recently, you’re probably aware that the gift and estate tax exemption–the total amount you […]
Charitable giving tips for clients’ golden years
Charitable giving tips for clients’ golden years The rising popularity of the Qualified Charitable Deduction–”QCD”–appears to be inspiring an increasing number of retirees to re-evaluate their charitable giving plans. Before the clock winds down on 2023 giving opportunities, be sure you’re familiar with the various charitable giving techniques that are most appealing to retirees and […]
Structured philanthropy: A process relieves the pressure
Structured philanthropy: A process relieves the pressure Helping families create a meaningful structure for their philanthropy has long been a hallmark service of The Community Foundation. That structure and the resulting discipline are increasingly important as both wealth and charitable giving more frequently span multiple generations. Indeed, spontaneous and unstructured conversations around wealth and philanthropy […]
By the numbers: What’s around the corner in 2024
By the numbers: What’s around the corner in 2024 As 2023 makes way for 2024, you’re no doubt inundated with information about the various IRS thresholds that are subject to adjustment. But have you thought about how each of these thresholds might be connected with your clients’ charitable giving? Here are a few pointers to […]
Local Nonprofits Receive 2023 Funding from The Community Foundation
Local Nonprofits Receive Funding from The Community Foundation Harrisonburg, VA – Giving season is upon us and The Community Foundation of Harrisonburg and Rockingham County is celebrating. The Community Foundation reports a total of $159,518 will be granted to twelve organizations in their Fall 2023 grants cycle. Programs and projects like ‘Meals on Wheels’ by […]
