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Yearly Archives: 2024

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Read more about the article Gifts of appreciated stock: Let the numbers do the talking

Gifts of appreciated stock: Let the numbers do the talking

  • Post author:Ellie Davis
  • Post published:June 13, 2024
  • Post category:News
  • Post comments:0 Comments

Many donors are interested in strategies to amplify the impact of their generosity. One highly effective strategy that often goes overlooked is the donation of appreciated assets. Whether it's stocks,…

Continue ReadingGifts of appreciated stock: Let the numbers do the talking
Read more about the article Responsive Grants Support Local Nonprofits

Responsive Grants Support Local Nonprofits

  • Post author:Ellie Davis
  • Post published:June 13, 2024
  • Post category:News
  • Post comments:0 Comments

The Community Foundation recently distributed over $218,000 to local nonprofit organizations, supporting them as they extend their missions and service in the areas of health, education, youth, and basic human…

Continue ReadingResponsive Grants Support Local Nonprofits
Read more about the article Charitable Estate Planning

Charitable Estate Planning

  • Post author:Ellie Davis
  • Post published:May 8, 2024
  • Post category:Giving Guidance
  • Post comments:0 Comments

Getting a jump on a future “to do” list is always such a good feeling. Our team can help you with your clients’ long-term charitable giving plans by putting in…

Continue ReadingCharitable Estate Planning
Read more about the article Gifts of appreciated stock: Let the numbers do the talking

Gifts of appreciated stock: Let the numbers do the talking

  • Post author:Ellie Davis
  • Post published:May 8, 2024
  • Post category:Giving Guidance
  • Post comments:0 Comments

As a professional advisor, you are well aware that giving long-term appreciated assets is often one of the most tax-savvy ways your clients can support their favorite charities. Nevertheless, it’s…

Continue ReadingGifts of appreciated stock: Let the numbers do the talking
Read more about the article Celebrate variety: Many assets make great gifts to charity

Celebrate variety: Many assets make great gifts to charity

  • Post author:Ellie Davis
  • Post published:May 8, 2024
  • Post category:Giving Guidance
  • Post comments:0 Comments

When your client is getting ready to make a contribution to a fund at CFHZ or other charity, remind them not to automatically reach for the checkbook! There are a…

Continue ReadingCelebrate variety: Many assets make great gifts to charity
Read more about the article Welcome, 2024 Promise Scholars!

Welcome, 2024 Promise Scholars!

  • Post author:Ellie Davis
  • Post published:April 30, 2024
  • Post category:News
  • Post comments:0 Comments

The Holland/Zeeland Promise, an academic scholarship for students with high financial need, proven academic success, and motivation to achieve the goal of a college or technical degree, recently welcomed 15…

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Read more about the article Golden Opportunities: CFHZ helps retirees with their philanthropy

Golden Opportunities: CFHZ helps retirees with their philanthropy

  • Post author:Ellie Davis
  • Post published:April 25, 2024
  • Post category:News
  • Post comments:0 Comments

Retired and semi-retired individuals often turn their attention to gifts of time, talent, and treasure that will benefit the community they love. Here are five ways CFHZ can assist retirees…

Continue ReadingGolden Opportunities: CFHZ helps retirees with their philanthropy
Read more about the article Grants Assist Local Students At Risk of Learning Loss
Photo provided by Holland Public Schools

Grants Assist Local Students At Risk of Learning Loss

  • Post author:Ellie Davis
  • Post published:March 27, 2024
  • Post category:News
  • Post comments:0 Comments

The Education Opportunity Gap According to the 2023 State of Michigan Education Report, Beyond the Pandemic, recent state assessments show many students are falling short of the benchmarks for their…

Continue ReadingGrants Assist Local Students At Risk of Learning Loss
Read more about the article Fund types tailored to your client’s charitable goals

Fund types tailored to your client’s charitable goals

  • Post author:Ellie Davis
  • Post published:March 20, 2024
  • Post category:Giving Guidance
  • Post comments:0 Comments

Charitable Goals Just as each of your clients has a unique estate plan and financial plan, your charitably-minded clients need a unique giving plan. For some clients, giving shares of…

Continue ReadingFund types tailored to your client’s charitable goals
Read more about the article Tax return reviews help clients level up charitable giving plans

Tax return reviews help clients level up charitable giving plans

  • Post author:Ellie Davis
  • Post published:March 20, 2024
  • Post category:Giving Guidance
  • Post comments:0 Comments

Tax time has its silver linings! Going over tax returns with your clients can help start a productive conversation about ways to plan gifts to charity more effectively. As you…

Continue ReadingTax return reviews help clients level up charitable giving plans
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