Stories

Closely held stock gifts may be a boon to clients in 2025

Giving stock is an important strategy for any private business owner to explore. Not only can these gifts help implement a business succession plan that calls for transferring the business to the next generation if that is your client's goal, but gifts of...

Inspiring good habits: Tips for better giving

The staff at Akron Community Foundation is committed to sharing tips and insights to help you get more satisfaction from your charitable giving and, in turn, make an even bigger difference in the causes you care about. Here are three recommendations to...

Inherited an IRA? Some Things You Need to Know

By Kimberly Miller, WMCP®, Financial Advisor, Baird The SECURE Act passed in 2020, and there has been much confusion over the effects it would have on taking distributions from an Inherited IRA. The IRS has finally provided some answers. The SECURE Act...

From WEF's President: Celebrating a huge milestone

As we celebrate the change in seasons and the beauty that fall brings to Northeast Ohio, the Women's Endowment Fund is also celebrating a significant milestone. I am excited to share that the Women's Endowment Fund has surpassed $5 million in charitable...

Women's Endowment Fund welcomes new advisory board members

The Women's Endowment Fund is excited to welcome four new advisory board members in 2024. Marie Brilmyer Marie Brilmyer is a partner in the Assurance practice at Cohen & Company in Akron, Ohio. She has over 20 years of experience in public accounting...

Clients Expect You to Bring Up Charity: Here's How to Start the Conversation

Attorneys, CPAs and financial advisors certainly are not strangers to tough questions. Indeed, the mix of money, family and mortality is a potent combination that almost always creates an emotionally-charged planning environment, whether the matter at hand is...

Donor-advised funds: Your new best friend?

A donor-advised fund is one of many types of funds that an individual, family, or business can establish with the community foundation. You're likely more aware of donor-advised funds than other types of funds because they are frequently covered in financial...

Speed round: Five fast FAQs about endowments

The word "endowment" can be intimidating, even for the most seasoned fundraising and planned giving professionals – and certainly for donors. But it doesn't have to be that way. "Endowment" is such an important concept to secure your organization's future,...

Friends and family: Endowment-building thrives on relationships

"You can't make old friends" isn't just the title of an album; it's an important reminder that long-term relationships are the key to successful endowment building. That's common sense, of course, but sometimes it's hard to put this principle into action....

For clients who may sell a business, the time to think charitably is right now

Business owners who have enjoyed summertime's more relaxed energy can deservedly daydream about the "extended vacation" that comes with selling the business. While it all sounds good, business brokers will tell you that many business owners fail to optimize...

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