Bill Davies

Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the question.”

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Like some of your clients with their own personal investments, community foundations around the nation are looking for ways to maximize their resources to help the communities they serve beyond traditional investments. The Community Foundation began exploring opportunities in early 2019 for different investment strategies...

Headshot of Pragya Murphy

At the Community Foundation, we work with donors to help them support the causes and charities that are close to their hearts. We manage more than 800 charitable funds set up by individuals, businesses and nonprofits. These funds provide support for the greatest needs of...

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For tax planning purposes, changes in residency status for snowbirds or those with dual residences can lead to additional scrutiny to determine a taxpayer’s “domicile” (permanent and principal home), but it needn’t mean severing all ties with the place they called home for much of...

Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she “pops the question.”

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Whether your clients are interested in making an immediate impact or planning to leave lasting gifts to charity and/or heirs, there are several strategies that make the IRA an ideal charitable giving vehicle.

Dan Pluff Headshot

Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”

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In anticipation of Dr. James’ upcoming presentation for professional advisors in October, and to provide a glimpse into the minds of your charitable clients, we’re sharing four key takeaways from his research.

Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he “pops the question.”

In this session, we featured advisors who spoke about philanthropy and the role that professional advisors play in their clients’ philanthropic endeavours. We: Discovered why advisors believe it’s important to bring up the topic of charitable giving Learned which stage you should bring up charitable...