2022
January – Happy New Year!
February – What Happened to Tax Reform?
March – Winds of Change and Headwinds: Legislation and Inflation
April – SECURE ACT 2.0 Almost to the Finish Line
May – SECURE Act In Senate – 5 Reminders About QCDs
June – Making a Plan for Retirement to Include Charitable Giving
July – The Community Foundation Edge
August – Back to Basics: Ways to Work with the Community Foundation
September – Hot Topics: Interest Rates, Inflation, the IRS & Inherited IRAs
2021
December – Donor Advised Funds
November – Qualified Charitable Distributions for 2021
October – Donating Privately Held Business Interests
September – Private Foundations vs. Supporting Organizations
August – Charitable Bequests: The Language
July – Fund Types: What to Use and When
2020
November – 2020 Is (Finally) Wrapping Up. How Are You Preparing Your Clients?
October – How Can Your Clients Support Nonprofits, Students and More?
August – A Philanthropic Community: How our Donors are Leaving Their Mark
July – Charitable Remainder Trusts and Farm Liquidations
June – Charitable Gift Annuity Payout Rates are Dropping
May – The Gift of a Smile: Something We Could All Use More of Right Now
February – What is our Best Kept Charitable Tool?
January – How One Conversation Yielded a $200,000 Legacy