by Seth Stegall | Sep 11, 2024
The Wayne County Foundation team keeps a finger on the pulse of current events and legal developments that could impact the way you work with your charitable clients. Below are three notable items that you’ll likely want to keep in mind this fall. Election year...
by Seth Stegall | Sep 11, 2024
Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if that is your client’s goal, but gifts of stock can...
by Seth Stegall | Aug 27, 2024
Some of your clients may express an interest in giving real estate to charity. You’re certainly aware that gifts of real estate to a fund at the Wayne County Foundation, just like gifts of other long-term capital assets, can be extremely tax-efficient because your...
by Seth Stegall | Aug 27, 2024
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving money to their children could backfire and hinder their kids’...
by Seth Stegall | Aug 27, 2024
Over the years, you’ve likely observed that clients have different assumptions about what it takes to be a “philanthropist.” The interplay between a client’s perception of personal wealth and charitable giving capacity presents interesting opportunities for client...
by Seth Stegall | Jul 24, 2024
You’re well aware that donating highly-appreciated stock to a fund at the Wayne County Foundation offers significant advantages for your clients over making cash gifts. Communicating this benefit, however, can be challenging when clients have emotional attachments to...
