Foundation News November 04, 2024 Is Now the Right Time for a Charitable Gift Annuity? Payout rates change January 1. Think of a Charitable Gift Annuity as a way to do good while also doing well for yourself. It’s easy:…
Uncategorized October 17, 2024 Estate Planning Week It is Estate Planning Week! Founded in 2008, this week is a reminder…
In The Headlines October 08, 2024 Learn the Essentials of Estate Planning at 4-Part Virtual Series read on Delco Today
In The Headlines September 20, 2024 New Community Grants Available From The Foundation for Delaware County read on Delco Today
Uncategorized September 19, 2024 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…
Uncategorized September 19, 2024 Gifting Retirement Plan Assets Many financial advisors and estate planning practitioners primarily focus on managing cash flow during their clients’ lives and minimizing their…
Uncategorized September 19, 2024 Counting pennies: How to Counsel Frugal Yet Charitable Clients Over the years, you’ve no doubt heard various definitions of what clients perceive as “wealthy.” You’ve likely also observed that clients have…
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…