by Acacia St. John | Sep 22, 2025
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...
by Acacia St. John | Sep 22, 2025
“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...
by Acacia St. John | Aug 29, 2025
If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals (each with at least $3 million in investable assets) found that 83% of respondents aged...
by Acacia St. John | Aug 29, 2025
At the Wayne County Foundation, we’re dedicated to helping your clients achieve their charitable goals. As you continue (or begin) conversations about charitable giving with your clients, one important question often arises: How would your clients like their giving to...
by Acacia St. John | Aug 29, 2025
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, are creating complexity, opportunity, and,...
by WCF Intern | Jul 21, 2025
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, a 2023 survey found that only 19.2% of advisors regularly discuss charitable...
