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Our significant growth in assets this past year has enabled our Board of Trustees to lower our annual fees for donor advised funds and family or business foundations. We believe our new fee structure will encourage continued growth without diminishing our personalized level of service to our fundholders and to the community.
Please get in touch with one of our philanthropic advisors for assistance.
National Estate Planning Awareness Week is coming up from October 19 through 25. This comes on the heels of August’s Make-A-Will Month. A reminder to “make a will” is good advice, of course, but a thoughtful estate plan usually involves much more than a single document.
The final months of the year are critical for fundraising, but year-end success involves more than sending an appeal in December and crossing your fingers that donors respond. Now is the time to engage the full spectrum of your supporters.
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a check.
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