Greeting from Whidbey Community Foundation!
As is usually the case early in the year, the first quarter of 2024 is full of opportunities to revisit tax rules and planning techniques related to charitable giving. The team at WCF appreciates the opportunity to work with you and your philanthropic clients to structure giving vehicles to meet your clients’ goals for making a difference in the community.
In this issue, we’re covering three topics that are particularly relevant during the first quarter, and especially in February.
An important additional note: We’re still closely tracking the IRS’s proposed regulations concerning donor-advised funds. The public comment period was extended, and you’ll hear from us when (and if) the proposed regulations, or some version thereof, go into effect and what to do about it.
Thank you for your partnership!
– Whidbey Community Foundation