Stories

An eye on the law: Recent updates and rulings

Our team at Akron Community Foundation stays on top of tax cases, IRS rulings and legislation that could impact the advice and counsel you provide your clients on matters involving charitable giving. Here are a few current highlights and reminders we...

Case study: How to spot a prime CRT opportunity

Imagine that a client sits down at your conference room table and begins the meeting something like this: "I've got a prime tract of land I bought for $200,000 just 10 years ago, and now I am sure I could sell it for $2 million because the market...

Giving together: Factors to consider when representing couples

Akron Community Foundation can help as you work with a couple to design a charitable giving plan that will create rewarding philanthropic experiences for both partners. Indeed, in Giving as a Couple, Rockefeller Philanthropy Advisors reinforces the tenets we...

From Cold Case to Case Closed

Endowment fund leverages charitable dollars to bring closure to unsolved crimes Hanging at the mall was a typical pastime for kids in the '80s and '90s, and while a young James Renner spent many a day at Westgate Center in Rocky River, it's safe to say his...

SHEro campaign raises more than $50K + Q&A with SHEro Emily Roggenburk

With the help of 18 SHEro ambassadors, the Women's Endowment Fund exceeded its goal and raised more than $50,000 during its "Who Is Your SHEro?" campaign throughout the month of April. Proceeds from the campaign ultimately support the fund's grantmaking...

From our president: Thank you for your support

I continue to be amazed by how quickly time passes. We are already close to halfway through 2021 and it's refreshing to hear how so many are focused on positivity. Before many of us can move forward, it's important for us to acknowledge the affects...

Donor-advised funds: A powerful estate planning tool

Your client's fund at Akron Community Foundation can be an ideal recipient of estate gifts through a will or trust, or through a beneficiary designation on a qualified retirement plan or life insurance policy. Bequests of qualified retirement plans in...

Beyond the tax deductions: Selecting a vehicle to celebrate and support a family's culture of philanthropy

For many donors, the importance of a multigenerational family philanthropy plan is high on the radar, especially in the wake of 2020's eye-opening events highlighting the importance of rallying around important social and community priorities. How do you know...

Ice breakers: Three easy openers to talk about philanthropy

Many advisors believe it's important to bring up charitable giving in client meetings, especially while updates to tax and estate plans are underway. Indeed, many advisors feel they have a responsibility to raise the issue. But how? Addressing...

Meet the worst asset in your client's estate

By Natalie B. Choate What's the absolute worst asset to deal with in a client's estate plans? No contest: It's their IRA (and other retirement plans, like 401(k)s and 403(b)s). When your client leaves their IRA to someone, they are bequeathing that person a...

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