Stories

Case study: Business owners exit with a family legacy

As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You've likely also considered that there may be a role for strategic philanthropy in family business succession planning to help clients get ready for...

OBBBA changes and client conversations

For many attorneys, CPAs and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your clients! While you've been busy reading dozens of articles and evaluating how the changes will impact...

The latest news on retirement plans and charitable giving

You've no doubt noticed that Qualified Charitable Distributions (QCDs) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an...

Serving charitable clients across the wealth spectrum

As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing...

Keeping score: Simple tips for tracking planned giving activities

Naturally, your organization understands the importance of planned giving. But, if you are like many organizations, figuring out a way to track it and measure success leaves you scratching your head. That's understandable. Unlike an annual campaign, planned...

Beyond attendance: Is your board equipped for today and tomorrow?

At the community foundation, we regularly hear from nonprofit leaders that getting your board engaged in the right ways can be a challenge. And that's on top of the already high bar to recruit board members in the first place. Finding—and...

Worth a read: Moving from charitable transactions to charitable strategy

At Akron Community Foundation, our team keeps an eye out for helpful sources and reading material to help you more easily stay up-to-date on trends and techniques for advising your charitable clients. Four recent articles make a common point: the most...

Bunching charitable gifts, year-end, and getting ahead

For many attorneys, CPAs, and financial advisors, the last weeks of summer mark the beginning of year-end planning season. As clients return from vacations and turn their attention to tax and financial planning, it's an ideal time to revisit charitable giving...

Highs and lows: Reminding clients about stock gifts

As an attorney, CPA, or financial advisor, you're well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a check. That's because the...

Why You Should Consider Moving Your Annual Grantmaking to the Summer

At Akron Community Foundation, we are accustomed to the rush of year-end grantmaking. As November and December arrive, fundholders often turn their attention to completing annual charitable gifts before the calendar closes. It is a tradition that makes sense...

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