Our Blog
Closer to home: Steps to move your donor advised fund to the Wayne County Foundation
At the Wayne County Foundation, we work with a wide range of donors who want to support favorite charities and causes they care about. Sometimes we meet with individuals and families who have already begun their charitable giving journey by...
Good news keeps coming: Retirement plans and charitable giving
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...
Split-interest charitable gifts: Need-to-know FAQs
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...
Wake up call: OBBA changes and client conversations
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...
Rare but useful: Planning with charitable lead trusts
“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...
Calling it splits: What happens to charitable assets in a divorce?
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,...
Giving Together, Giving Forward: The Sheridan Family Fund
For Jeff and Tricia Sheridan, generosity has always been part of the rhythm of life. It’s how they were raised, how they have lived, and now, how they are preparing the next generation to lead. Through the establishment of the Sheridan Family Fund at the Wayne County...
Serving charitable clients: Dual strategies emerge
As tax laws and market dynamics continue to shift, attorneys, CPAs, and financial advisors need to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable deductions are...
Case study: Charitable giving in a down market
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately signal a prolonged downturn, the mere possibility of a bear market...