Stories

How to Spark Giving Conversations With Business Owners

More than half of the country's GDP is generated by the 5.5 million family-owned businesses in the United States. Profits aren't the only priority for most family businesses; in fact, the vast majority of family business owners report that other factors, such...

Transfer of Wealth: Ways to Preserve Your Clients' Legacies

"The greatest wealth transfer in modern history has begun," according to a mid-2021 report in the Wall Street Journal. And, with tax reform's big bite into estate values off the table, at least for now, many of your older clients may be thinking seriously...

Tax Reform Update: Impact on Charitable Giving Strategies

Last year's heavily-debated versions of the Build Back Better Act called for tax increases that could have impacted charitable giving. But, as 2022 gets into full swing, the legislation that is eventually passed may bear little resemblance to earlier...

Don't Overlook These Powerful Charitable Planning Tools

Designated funds and field-of-interest funds may not always be top of mind when you are developing philanthropy plans for your clients and their families, but they are extremely valuable tools in certain circumstances and it's important to be aware of what...

Akron Couple Creates Lasting Legacy Through Estate Plans

Amid the uncertainty of the COVID-19 pandemic, many clients are relying on their trusted advisors for peace of mind about the future. Creating a sound estate plan can help clients feel confident that their assets will be taken care of both now and after their...

Grant promotes exploration, appreciation of nature in Bath

In 2020, Bath Community Fund awarded a $2,000 grant to The University of Akron Field Station to develop an outdoor classroom space and nature exploration station at the Bath Nature Preserve. The new facilities were designed to provide hands-on learning...

Sugar Plum Tour celebrates 20 years of local giving and holiday magic

By H.L. Comeriato, The Buckeye Flame Each December, as the deep chill of winter settles in across Northeast Ohio, Eric Jones prepares for the most important party of the year. On December 5, more than 1,000 holiday visitors are set to roam the halls of Jones'...

Creating a Welcoming New Home

Local nonprofits help resettled residents through partnerships, philanthropy When the United States pulled out of a 20-year occupation of Afghanistan this summer, it triggered a humanitarian crisis that displaced more than 550,000 Afghans, nearly 1,000 of...

These three factors are a big deal in gifts of S Corp stock to charity

S Corporation, or limited liability company? That's a question many family businesses grapple with in their formative stages. For years, S Corporations were frequently preferred for small businesses that wanted the protection of a corporate structure versus a...

What your charitable clients need to know now about tax reform

Late last month, the White House released a proposed $1.75 trillion revenue package, putting to rest (at least for now) some of the uncertainty as to how sweeping tax reform could upend wealth planning strategies via changes to top marginal rates, a...

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