Uncategorized September 06, 2024 Robert “Rob” Payne Memorial Scholarship Fund The Foundation is proud to announce the establishment of the Robert “Rob” Payne Memorial Scholarship Fund, honoring the life and…
Uncategorized September 03, 2024 Charitable Gift Annuitites As we approach the end of the year, savvy donors are considering charitable gift annuities (CGAs) as a win-win strategy…
Uncategorized September 03, 2024 Leveraging Qualified Charitable Distributions for IRA Legacy Planning For retirees looking to optimize their charitable giving while managing their tax burden, Qualified Charitable Distributions (QCDs) offer a compelling…
Uncategorized September 03, 2024 Maximizing Charitable Giving Through Donor-Advised Funds In the world of philanthropy and legacy planning, donor-advised funds (DAFs) have emerged as a powerful tool for maximizing charitable…
Uncategorized September 03, 2024 National Estate Planning Awareness Week National Estate Planning Awareness Week is October 21 – 27! Founded in 2008 and observed every year during the third…
Uncategorized August 23, 2024 Think about starting a CGA before year’s end! What is a Charitable Gift Annuity (CGA)? You can think of a CGA as a loan between a donor and…
Uncategorized July 11, 2024 Protected: SCOTUS Explained: Important Homelessness Case Our Housing Specialist Abby Hastings has summarized the latest important case from The Supreme Court regarding homelessness: The Supreme Court…
Uncategorized June 20, 2024 Maximizing Philanthropic Impact with The Foundation for Delaware County Your charitably minded clients have numerous options for their philanthropic dollars. Many utilize their donor-advised funds at The Foundation for…
Uncategorized June 20, 2024 Beyond Cash: Smart Giving Strategies for Your Clients When your client is ready to contribute to a charity or start a donor-advised fund (or other charitable fund) at…
Uncategorized June 20, 2024 Five of the Most-Asked Questions About Qualified Charitable Distributions Qualified Charitable Distributions, or “QCDs,” are becoming a very popular financial and charitable planning tool. At the same time, QCDs…