QC…Drat! If you missed the 2024 deadline, start planning now
A Qualified Charitable Distribution (“QCD”) is a useful tool if you’ve reached the age of 70 ½ and want to give to a designated, [...]
Celebrating the causes you love
Pictured: Recreation Alliance of Winona A new year is in full swing, but you’ve still got plenty of time to consider your [...]
Ask the Expert
The common mission of a Community Foundation is to enhance the quality of life in a local area. A community foundation is a tax-exempt, [...]
It’s a family thing
If you’ve not yet involved your children or grandchildren in your charitable giving, this may be the year to consider it! Children of all [...]
Budgeting has its benefits, even with charitable giving
Your family may be among those who are taking their charitable giving budgets more seriously this year, given uncertainty surrounding interest rates, potential new [...]
Doing your due diligence
You’re ready to roll into a new year, and that includes staying involved with the charities you love, whether as a donor, volunteer, board [...]
Philanthropy and New Year’s Resolutions
Philanthropy. It’s a big, intimidating word. According to dictionary.com, philanthropy is defined as, “the desire to promote the welfare of others, expressed especially by [...]
Gifts of life insurance: Securing your charitable future
You’re likely well aware of the important role life insurance can play in your estate and financial plans. More than half of GenX and Baby Boomers [...]
Doubling down: More good in your retirement years
If you’ve reached or are nearing retirement age, you may be evaluating how charitable giving fits into your life in a bigger way than [...]
Charitable tax tips for the road ahead
No doubt you are reading plenty about potential tax planning strategies in this post-election environment. Now is a great time to lean on the [...]