Our Blog

The Election Won’t Immediately Change Tax Laws

The Election Won’t Immediately Change Tax Laws

Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest is the much-analyzed sunset of the higher estate tax exemption, scheduled for the end of 2025 absent intervening legislation. “Absent intervening...

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Into the Great Unknown 

Into the Great Unknown 

Humans crave certainty, and that is certainly not what we have right now during election season, especially where taxes are concerned.  Your clients who support charitable causes may be wondering how the election outcomes might impact their philanthropic plans....

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Event Tickets: Beware of the Split 

Event Tickets: Beware of the Split 

Many of your philanthropy-minded clients certainly enjoy attending fundraising events for their favorite charities. Especially as community events start ramping up this fall, you’ll want to be aware of a little wrinkle in the IRS rules that may surprise your clients...

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Charitable planning can help ease client procrastination

Charitable planning can help ease client procrastination

Procrastination is a drain in ways that go far deeper than the incomplete task itself. We know this intellectually, but it can be so hard to break the procrastination habit. It seems that the more daunting the task, the harder it is to tackle. This is a major reason...

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Closely-held stock is having a moment

Closely-held stock is having a moment

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...

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Donor Story: Roxie Deer

Donor Story: Roxie Deer

Throughout this year, the Wayne County Foundation is highlighting several of our donors through blog posts. Their stories demonstrate how philanthropy creates a positive impact in the community. For our fourth donor story, we talked with Roxie Deer who established the...

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