by Haley Hokey | Jan 27, 2026
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you’re not alone. Whether you’re an attorney, CPA, or financial advisor, at some point you will...
by Haley Hokey | Jan 6, 2026
Even in an era when term life insurance policies may appear to dominate, many people still hold whole life, variable life, or universal life insurance policies. In many cases, when the original need for a policy goes away (e.g., children become independent or other...
by Haley Hokey | Jan 6, 2026
Many people approach a new year with a genuine desire to be more intentional about their charitable giving. They know they want to make a difference, align their generosity with their values, and perhaps even involve their families, but they are often unsure where to...
by Haley Hokey | Jan 6, 2026
A new year presents an excellent opportunity to check in on your charitable giving priorities. While this is the case every year, it’s especially important in 2026, not only because of the crucial priorities to improve the quality of life in our community, but also...
by Haley Hokey | Dec 22, 2025
As you walk clients through year-end tax planning, the Wayne County Foundation encourages you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions of the One Big Beautiful Bill Act (OBBBA) take effect on...
