by Haley Hokey | May 26, 2026
As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish donor advised funds and other types of funds at the Wayne County Foundation, structure charitable gifts in wills and trusts,...
by Haley Hokey | May 5, 2026
The word “philanthropy” comes from Greek roots, meaning, quite simply, a love of humanity. It’s a big word, but at its heart, it reflects something very personal: the desire to help others, strengthen community, and make a difference in ways that matter to you. For...
by Haley Hokey | May 5, 2026
Even if you are new to charitable giving, you’ve likely discovered that there’s no single “right” way to approach making a difference. That’s not only normal, it’s also a strength! Recent research reinforces what many donors already know intuitively: generosity looks...
by Haley Hokey | May 5, 2026
Next time you meet with your estate planning attorney, it may be a good idea to check in on your long-term plans and ask yourself questions you might not yet have considered. Some planners, for example, report that more and more clients are reconsidering an automatic...
by Haley Hokey | Apr 21, 2026
As tax laws and market dynamics continue to shift, attorneys, CPAs, and financial advisors need to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable deductions are...
