by Haley Hokey | Nov 6, 2025
Many people establish a donor-advised fund at the Wayne County Foundation to simplify their giving, stay organized, and even engage the next generation in philanthropy. And, for some families, 2025 is the year when the donor-advised fund takes on an even bigger role...
by Haley Hokey | Nov 6, 2025
As year-end approaches, your thoughts might naturally turn to charitable giving, both as a way to support favorite causes and to make the most of available tax benefits. Recent changes in the tax laws have caused many people to reflect on their own understanding of...
by Haley Hokey | Nov 6, 2025
You’re likely aware that many families in our community are struggling, and you may be wondering how you can help most effectively. Whether increased community needs are triggered by a government shutdown that disrupts paychecks, services, and community programs, a...
by Haley Hokey | Oct 21, 2025
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients as an act of generosity, but also as a powerful tool in tax planning. Consider the...
by Haley Hokey | Oct 21, 2025
Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...
