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Making a move, the kitchen sink, and getting more out of your giving
Greetings from the community foundation!
We hope summer is treating you well! If you’re already working with the community foundation to organize your giving and make an impact, thank you! If you have not yet established your donor-advised or other type of fund at the community foundation, we look forward to working together to explore the best options for you and your family.
It’s our pleasure to keep you up-to-date on issues and ideas that can help you make the most of your philanthropy. In this issue, we’re covering three strategies to help meet tax objectives, address community needs, and achieve your expectations for administrative simplicity.
–Unfortunately, many people (as well as their attorneys, accountants, and even financial advisors) are not aware that a donor-advised fund established at the community foundation is in most cases a far better fit for their clients than a donor-advised fund set up at a national financial institution. The community foundation offers much broader services, more personal attention, and deeper connections to the nonprofits whose work is essential to effecting positive community change.
–If you’re planning to leave your residence to your children in your estate plan, you might reconsider because they may not want it! The team at the community foundation can help you evaluate the various options for giving the family home to charity. You might be surprised by the possibilities.
–Building good habits is important in many areas of your life, and charitable giving is no exception. The community foundation is happy to offer tips and suggestions to make your philanthropic endeavors easier and more satisfying, which in turn makes it more fun to add regular giving into your routine.
As always, it is our pleasure to work with you as you fulfill your charitable intentions. Every day, we are inspired by the generosity of our donors and fund holders. Thank you.
With gratitude,
Angie Tatro,
CKCF CEO
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