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Donor-Advised Funds: The Hub of Your Philanthropy
Donor-Advised Funds: The Hub of Your Philanthropy
Whether you established a donor-advised fund at the community foundation years ago, or you are considering establishing a fund this year to help you keep your giving more organized and involve your children and grandchildren in your philanthropy, it's a great...
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Gifts of 'complex' assets deliver multiple benefits
Gifts of 'complex' assets deliver multiple benefits
When you think about supporting your favorite charities or making contributions to your donor-advised or other type of fund at the community foundation, cash may be the first thing that comes to mind. It seems so easy to just write a check or donate online....
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Forging New Paths
Forging New Paths
By Chris Miller, Communications & Community Investment Officer Born during the height of the Civil Rights Movement and named after the city at its very epicenter, it seems Selma Theresa Carter was all but destined to be a progressive and inspirational...
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Rethinking inherited IRAs
Rethinking inherited IRAs
As you build your estate plan and consider how to provide for your adult children, keep in mind that naming children as the beneficiary of an IRA or other qualified plan probably is not something that should be automatic. For starters, if you are charitably...
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Amplify Your Impact With a Gift of Life Insurance
Amplify Your Impact With a Gift of Life Insurance
It was a light-bulb moment the first time CBIZ Managing Director Naomi Ganoe learned about the benefits of gifting a life insurance policy to charity. As someone with a longtime passion for giving back to the causes she cares about, Naomi was drawn to the...
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Review your estate plan during National Make-A-Will month
Review your estate plan during National Make-A-Will month
Did you know that August is National Make-A-Will Month? Even if your estate planning documents are already in place, this is still a great time to review your will, trust, and beneficiary designations to ensure that they still capture your financial and...
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