Donor Advised Funds (DAF) Donor advised funds (DAF) are an increasingly popular charitable giving and planning tools. While your clients can establish a DAF through a national financial institution (like Fidelity…
Questions about Tax Deductions Whether you are an estate planning attorney, financial advisor, or accountant, you’ve probably seen an uptick in client questions about tax deductions–and tax rules in general–over…
The Difference a Year Can Make In August 2022, markets were down 12% for the year and inflation was up 8.3% year-over-year. Perhaps consequently, but then unknown, annual charitable giving…
ORGANIZING MULTI-GENERATIONAL GIVING Instilling the idea of charitable giving in children and grandchildren may appear to be easy - but where to begin, and how to make it ongoing? More…
CONGRATULATIONS, YADAH! We are thrilled to announce that Yadah V. Ramirez has been promoted to the Director of Community Impact! Yadah has already begun working with local nonprofits applying for…
August is National Make-A-Will Month Did you know a surprising 2 out of 3 Americans have no estate planning documents? (Caring.com, 2023 Wills Survey). There's no better time than the…
August is National Make-A-Will Month This means your clients may be reading articles and hearing about estate planning more this month than usual, which makes the next couple of weeks…
Helping Your Clients Get Organized Instilling the idea of charitable giving in children and grandchildren at first blush may appear to be easy, but where to begin, and how to…
Partnering to help clients achieve charitable goals At the community foundation, we regularly partner with professional advisors to help their clients reach their charitable goals. You are no doubt well…
This summer, we celebrate 8 recent graduates who received the Holland/Zeeland Promise Scholarship. To date, the Promise boasts a 95% graduation rate in comparison to a national average graduation rate…