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Financial advisors all over Summit County turn to Akron Community Foundation to help their clients achieve their charitable goals.
Accountant helps asphalt heirs give gift and give back »
When a family business is considering a significant financial move, their accountant is often the first to know. That was the case for Pam Perrin Kostoff, daughter of Perrin Asphalt Company owners Charles and Patricia Perrin. After a record year of profits, Pam called CPA Bill Choler at CliftonLarsonAllen LLP with an idea to capitalize on the profit with year-end charity.
Donor-advised fund simplifies client’s giving after business sale »Good business owners are known for their ability to capitalize on opportunity. This is especially true when deciding to sell their business. More and more business owners are using what is likely their largest influx of income as the charitable opportunity of a lifetime.
Late couple inspires cooperation, helps local animals forever »What began as one man's dream has snowballed into a community-wide effort to control Summit County's cat population. In 2007, Cecil Smith consulted his financial advisor about using a large part of his savings to spay and neuter local cats. His advisor, Steven Wise, suggested he establish a fund at Akron Community Foundation.
Case Study: A Story of Partnership »"Are you happy doing your charitable giving over a 1-800 number?” A rather unconventional question from a financial manager, it was one of the first Dale Koblenzer of Merrill Lynch asked of his client, a local real estate executive.
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