Our Blog
Six tips for your year-end game plan
With only a few months left in 2025, it is important to evaluate your philanthropy sooner rather than later. Recently passed tax laws may throw a curveball into the financial planning strategies you’ve set in motion with your advisors. Here...
One Big Beautiful Bill Act: Three big picture pointers
“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...
Gifts of artwork: Worth a look, but be careful
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...
Quiet types: Spotting clients who prefer to give anonymously
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...
Timing is everything: Mapping Giving Plans
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,...
Start with numbers: A case study for charitable clients
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...
Tax legislation: What’s the latest?
The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, which passed the House by a narrow margin in May. The OBBBA, with nearly 900 pages of provisions,...
Charitable mindset: What are clients thinking?
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, you can be a step ahead. Plenty of research offers clues about what matters...
Donating business interests: Why a fund at the Wayne County Foundation is the ideal recipient
If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy”: “Behind a paycheck, the largest source of income for the 1% highest earners in the U.S. isn’t being a...