Feb 5, 2024 | Recent News
The team at the community foundation is closely tracking the IRS’s proposed regulations concerning donor-advised funds, issued in November 2023. Note that these regulations are just “proposed”; it is unclear whether and to what extent they will become final. The...
Feb 5, 2024 | Recent News
Many donors and fund holders at the community foundation have updated their estate plans to leave a bequest to their donor-advised or other type of fund. Some bequests take the form of a “specific bequest,” which means that the fund at the community foundation...
Feb 5, 2024 | Recent News
Simplicity, efficiency, and effectiveness have long been cornerstones of working with the community foundation to carry out charitable goals. Time and time again at the community foundation, we see how easily donors who’ve established a donor-advised or other type of...
Feb 5, 2024 | Recent News
Money, mortality, and family relationships. Each of those topics alone can be tough for anyone to address head on, and when you combine them, it’s no wonder so many people put off setting up or updating their estate plans. Establishing a will, trust, and beneficiary...
