by Haley Hokey | Jun 22, 2026
If you’re like many advisors, you may have discovered that charitable giving conversations begin (and end!) with cash or appreciated stock. And of course, you know that appreciated stock is an excellent choice for your clients to fund a donor advised or other type of...
by Haley Hokey | Jun 22, 2026
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a...
by Haley Hokey | Jun 22, 2026
As charitable planning conversations become more sophisticated, many advisors are revisiting so-called “split-interest gifts” to help clients balance philanthropic goals with income needs. Two of the most common strategies, a charitable gift annuity (CGA) and a...
by Haley Hokey | May 26, 2026
For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. However, that may not be the case for your clients! While you’ve been busy reading dozens of...
by Haley Hokey | May 26, 2026
“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. However, they sure do come in handy in certain client situations. At the Wayne County Foundation, we are happy...
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,...
