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Advisor Stories

Financial advisors all over Summit County turn to Akron Community Foundation to help their clients achieve their charitable goals.

imageTax Saving Strategies to Implement Before Year-end »
As 2017 starts to wind down, now is the time to think about planning moves that could help lower your tax bill this year and possibly next. Factors that compound the planning challenge this year include President Trump's proposed tax reform. This tax planning letter focuses on tax moves you can make now, based on current tax law as we know it today. If tax reform is passed and signed before year-end, most provisions of the tax reform will be effective starting in 2018.

imagePhilanthropy at the Cellular Level »
Twenty-five years ago, Victoria Tifft lay fever stricken in a Togo, West Africa, hospital bed. It was a place reserved for natives, the very people she had pledged to serve as part of her Peace Corps mission to the small French-speaking country.

imageAccountant 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.

imageDonor-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.

imageLate 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. 

imageCase 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.