Make a Plan, and Make Your Favorite Charities Part of It
Ian Salzman2025-04-01T13:00:23-04:00At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers [...]
2025 Tax Changes & Charitable Giving: What You Need to Know
Ian Salzman2025-03-11T15:17:12-04:00Keeping up with tax legislation's ever-evolving landscape can feel like a full-time job! Many attorneys, CPAs, and financial advisors turn to the Community Foundation for [...]
Generational Shifts: Fulfilling Clients’ Charitable Wishes
Ian Salzman2025-03-06T11:29:14-05:00Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate [...]