Our Blog
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...
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...
Gifts of real estate: Watch every step
Some of your clients may express an interest in giving real estate to charity. You’re certainly aware that gifts of real estate to a fund at the Wayne County Foundation, just like gifts of other long-term capital assets, can be extremely tax-efficient because your...
Less can be more: Charitable giving helps parents pass wealth to children
How much is too much? That’s a question many parents ask as they structure lifetime gifts and bequests to children in their financial and estate plans. Wealthy clients are sometimes concerned that leaving money to their children could backfire and hinder their kids’...
Counting pennies: How to counsel frugal yet charitable clients
Over the years, you’ve likely observed that clients have different assumptions about what it takes to be a “philanthropist.” The interplay between a client’s perception of personal wealth and charitable giving capacity presents interesting opportunities for client...
Donor Story: Rick Ahaus
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 third donor story, we talked with Rick Ahaus who established two...
Gifts of Appreciated Stock: Picking Favorites
You’re well aware that donating highly-appreciated stock to a fund at the Wayne County Foundation offers significant advantages for your clients over making cash gifts. Communicating this benefit, however, can be challenging when clients have emotional attachments to...
Planning for a Sunset: Lock in a Higher Exemption, Unlock a Legacy
Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption from $13.61 million per person in 2024 to approximately $7 million in 2026 (this includes adjustments for...
Left Behind? Why Companies Need Philanthropy Advice, Too
It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of these clients are already supporting their favorite community causes, and it’s your job to make sure they...