Our Blog
Tax season debrief: Three common regrets
If you’re like many donors, the weeks leading up to tax deadlines tend to bring charitable giving into sharper focus. You may have finalized contributions, gathered documentation, or had conversations with your CPA about how your philanthropy fits...
Love local causes? The Wayne County Foundation is the place
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as a volunteer or board member, family tradition, or alignment with values...
Want happy clients? Talk about charitable giving
Over the years, more than a handful of attorneys, CPAs, and financial advisors have shared with the Foundation team that their happiest clients are those who’ve incorporated charitable giving into their estate and financial plans. Whether or not you believe this...
Playing the long game: Plan ahead in 2025
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning for 2025. As compelling as year-end giving may be, even more compelling are the reasons for...
Sifting through it: What’s on the legislative charitable giving menu?
We all know that the new year and a new administration brings lots of potential change. So, what is going on that you need to know about to best serve your charitable clients? At the top of the list of issues we’re watching is what might happen with the Tax Cuts...
Charitable Strategies for Ultra-High Net Worth Families
Charitable giving is always an important strategy to discuss with your clients. Many high-net-worth individuals are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes. Charitable giving strategies are particularly relevant as...
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...
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....
At a loss for words? Tips for starting a charitable conversation
Attorneys, CPAs, and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost always creates an emotionally-charged planning environment, whether the matter at hand is tax...