Our Blog
Bunching charitable gifts, year-end, and getting ahead
For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax and financial planning, it's an ideal time to revisit...
Case study: Business owners exit with a family legacy
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may be a role for strategic philanthropy in family business succession planning to help clients get ready for an...
Two important tax rulings to keep in mind
At the Wayne County Foundation, we value the role you play in helping individuals and families make the most of their charitable giving. That’s why we’re committed to providing regular updates on legal and policy developments that may impact your clients. In two...
Women and philanthropy: Four insights to inform your practice
At the Wayne County Foundation, we’re honored to work with hundreds of individuals, families, and businesses who support a wide range of charitable causes. The generosity and commitment across generations and demographics inspire our team every single day. March...
Sudden life changes: Charitable giving can help clients move forward
As an attorney, CPA, or financial advisor, you are no stranger to witnessing the ripple effects of life’s unexpected curveballs. If you represent a client over many years, you’re very likely at some point to help the client through a serious illness, a loved one’s...
What’s new in the numbers: A checklist for charitable tax rules in 2026
Well before 2025 made way for 2026, you were probably already tracking the various IRS thresholds that are subject to adjustment, as well as the impact new tax laws will have on planning techniques. But have you thought about how each of these thresholds might relate...
Keep going: Why donor advised funds are still essential
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers wanted to maximize the tax benefits of their charitable donations before the...
Case study: A QCD conversion in action
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you’re not alone. Whether you’re an attorney, CPA, or financial advisor, at some point you will...
Rare but powerful “charitable exits”: Know it when you see it
If your client base includes business owners, you’re likely familiar with the advantages of giving closely-held business interests to charity. Beyond that, however, the details may get fuzzy. That’s completely understandable, as most advisors encounter only a few of...