by Rebecca Gilliam | Oct 16, 2024
Humans crave certainty, and that is certainly not what we have right now during election season, especially where taxes are concerned. Your clients who support charitable causes may be wondering how the election outcomes might impact their philanthropic plans....
by Rebecca Gilliam | Oct 16, 2024
Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost always creates an emotionally-charged planning environment, whether the matter at hand is tax...
by Rebecca Gilliam | Oct 16, 2024
Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite charities. Especially as community events start ramping up this fall, you’ll want to be aware of a little wrinkle in the IRS rules that may surprise your clients...
by Rebecca Gilliam | Dec 28, 2023
In this blog Rebecca Gilliam, Foundation Executive Director, reflects on some of the highlights from 2023 and provides a preview of what to look forward to in 2024. As we approach the year’s end, I want to express my appreciation for your continued support of...
by Rebecca Gilliam | Oct 18, 2023
In this blog Rebecca Gilliam, Foundation Executive Director, discusses the importance of charitable giving and strategies to help you get started. Charitable Giving It’s easy to get caught up checking boxes on our to-do list and forget the impact that giving and...
