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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.

hand holding growing money

If the pandemic changed the way we learn, work, gather, celebrate and mourn, it also impacted the way we plan. However, advisors met the moment in kind by offering innovative ways to meet, discuss and implement plans.

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Donor-advised funds have garnered increasing popularity as charitable vehicles for their flexibility, administrative ease, and tax advantages.

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We asked our former board member and founder of the Scolaro Law Firm, Rob Scolaro, about how the COVID-19 pandemic is affecting his work as an estate-planning attorney and for his thoughts on creating and updating wills and estate plans.

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Anthony A. Marrone II discusses the charitable remainder trust as a useful and impactful alternative to the Stretch IRA.

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Lee M. Gatta, CLU®, ChFC®, AEP® is a board member of the Community Foundation and financial advisor who offers financial planning, insurance, and investment advisory services.

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He focuses his practice in the areas of New York elder law, Medicaid, trust and estates, guardianships, and special needs planning.

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Imagine the difference we could make in our community if $55 million in grants were available to our local nonprofit organizations each year.

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When it comes to planning of any kind, there is no time like the present!

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Asking good questions is the best way to get good answers.