Giving Together, Giving Forward: The Sheridan Family Fund

Giving Together, Giving Forward: The Sheridan Family Fund

For Jeff and Tricia Sheridan, generosity has always been part of the rhythm of life. It’s how they were raised, how they have lived, and now, how they are preparing the next generation to lead. Through the establishment of the Sheridan Family Fund at the Wayne County...
OBBBA, IRAs, QCDs, Oh My!

OBBBA, IRAs, QCDs, Oh My!

If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before the OBBBA got thrown into the mix. Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial...
One Big Beautiful Bill Act: Three big picture pointers

One Big Beautiful Bill Act: Three big picture pointers

“So, what does it mean for charitable planning, really?” It’s an understandable question, not only because the bill is so, well, big, but also because the roller coaster ride leading up to the final bill included many provisions that ultimately did not make it into...
Tax deduction? What tax deduction?

Tax deduction? What tax deduction?

Despite–or perhaps in light of–the recent whirlwind of commentary about new federal laws and the implications for the charitable deduction and charitable giving, it is really important keep in mind that for most individuals, the decision to give is driven by deeply...