If you want to live a more altruistic life, but aren’t sure where to start, then you’ve come to the right place. Here’s how to find a cause you care about.
Turns out, helping others can actually help you live longer. You heard that right: the key to a long and fruitful life might exist in what you give, not in what you get.
How can you enjoy the new sunshine of the season? Here are some ideas for how to live your best altruistic life and celebrate sunshine on the first day of spring.
National Plant a Flower Day is the perfect start to the new season, so if you want to get involved, there are a few ways to join. Here’s how you can give back today.
Keeping up with an ever-evolving landscape of tax legislation can be a full-time job. Many attorneys, CPAs, and financial advisors regularly ask the community foundation to provide a refresher course on the potential tax changes on the horizon in 2025, especially those that might impact charitable planning techniques.
Here’s a quick rundown of three things you need to know:
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.
The dollars involved are eye-popping. Perhaps you've already seen the Cerulli study’s estimate that $124 trillion in wealth in the U.S. will transfer through 2048. The research estimates that most of this wealth–$105 trillion–will pass directly to children, grandchildren, and other heirs. And, notably, the study estimates that $18 trillion will flow to philanthropy. How might that look for where we live?
After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their CPAs, financial advisors, and tax attorneys on the filings for last year and start checking in on current-year strategies.
Tax time can be stressful for your clients for a number of reasons, and this year is no exception. Let's break it down.
Today we dive into the history behind this month and how you can get involved, give back and build a better world by celebrating National Women’s History Month.
Explore our new planned giving website—a central hub for tools, resources, and gift options to help you create lasting community impact.
The great wealth transfer presents a chance to shape our communities’ future. See how leaving just 5% to local causes can create lasting impact.