Stories

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...

Fundraising: Stack the stats in your favor

By the time summer rolls around, reflecting on what happened last year may feel like cognitive whiplash. That's not the case, though, with the statistics from the annual Giving USA report that are released every June for the prior year. You're likely aware...

Customized services, in-house experts and family philanthropy: The benefits of working with a community foundation

If you've already established a donor-advised fund at the community foundation, you can understand why it's become such a popular tool to organize your family's giving and serve as a springboard for so many other ways to make a difference in our region. If...

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