Stories

Proposed legislation: What's in it for giving?

The nonpartisan Joint Committee on Taxation's report issued last week is already creating a buzz among attorneys, accountants and financial advisors who provide charitable planning advice to their clients. Here are four considerations as you navigate...

GCEF presents 2021 scholarships

The Gay Community Endowment Fund recently awarded scholarships to four students who have positively impacted the LGBTQ+ community. In total, the GCEF Scholarship Fund awarded $8,000 this year to help local students achieve their higher education...

Private family foundation partnerships: Jean P. Wade Fund

When local entrepreneur and art connoisseur Rory O'Neil passed away unexpectedly in October 2020, his wife of 52 years, Dedee, was left with "a lot of loose ends" to tie up. One of those loose ends was the private family foundation Rory and Dedee had been...

Charitable giving strategies for highly appreciated assets

By Mark Muntean, AIF®, CFA®, CFP®Financial Advisor, CAPTRUST Our resolve as investors and wealth advisors was put to the test in dramatic fashion as we witnessed markets plummet nearly 35% within a matter of weeks before bottoming in March of last year....

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...

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