Our Blog

Three clients. Three solutions. One common theme.

Three clients. Three solutions. One common theme.

We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients as an act of generosity, but also as a powerful tool in tax...

read more
Inherited IRAs: A charitable solution?

Inherited IRAs: A charitable solution?

Remember the good old days when your clients could withdraw the money they inherited in their parents’ IRAs over the course of their lifetimes, thereby deferring the income tax for as long as possible? This so-called “stretch IRA” was largely eliminated by the SECURE...

read more
OBBBA, IRAs, QCDs, Oh My!

OBBBA, IRAs, QCDs, Oh My!

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...

read more
One Big Beautiful Bill Act: Three big picture pointers

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...

read more
Gifts of artwork: Worth a look, but be careful

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...

read more
Quiet types: Spotting clients who prefer to give anonymously

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...

read more
Timing is everything: Mapping Giving Plans 

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,...

read more
Start with numbers: A case study for charitable clients

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...

read more