Reading roundup: Stay up-to-date on charitable planning

Reading roundup: Stay up-to-date on charitable planning

The Wayne County Foundation team is happy to keep an eye out for what’s trending in the field of charitable planning, especially developments that impact your work with your charitable clients and how those clients tap into tools and resources at the community...
Estate planning: Go beyond the thirteen magic words

Estate planning: Go beyond the thirteen magic words

In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard of this, and you may know that October 19 through 25 is the week in 2026. Chances are,...
Highs and lows: Reminding clients about stock gifts

Highs and lows: Reminding clients about stock gifts

As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a check. That’s because the client’s...
Bunching charitable gifts, year-end, and getting ahead

Bunching charitable gifts, year-end, and getting ahead

For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax and financial planning, it’s an ideal time to revisit charitable giving...
A quick note about pending legislation

A quick note about pending legislation

The Wayne County Foundation team appreciates that so many attorneys, CPAs, and financial advisors recommend to clients age 70 ½ and older that they take advantage of Qualified Charitable Distributions (QCDs) from traditional IRAs. Your client can direct a QCD to a...