Giving Voice Spring 2022: Giving Matters
Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the question.”
A century ago, Cleveland banker Frederick Goff had a vision: pool the charitable resources of his community’s philanthropists into a single permanent endowment for the betterment of the city. That vision led to the formation of the Cleveland Foundation and a movement that has transformed...
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...
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...
Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she “pops the question.”
“I realized that the people in this community were the same people who helped me build the business and become financially successful, therefore I knew I needed to give back to the community that helped me so much.”
Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new tax law and the SECURE Act. Participants learned to help clients and grow their practice using charitable planning with special tips related to the new tax law.
For this Lunch & Learn, we welcomed both professional advisors and donors!
Giving Voice Spring 2021: Granting Matters