Stories: ACF Stories

Legislation known as SECURE 2.0 contained a dizzying array of changes to the laws governing retirement plans. Passed at the end of 2022, SECURE 2.0 is 130 pages long; overall, its purpose is to encourage more retirement savings through vehicles like...

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...

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...

To say that the total dollar amount in Americans' retirement accounts is massive would be an understatement. Accounting for 30% of all household financial assets, at the end of 2022 total retirement assets in the United States topped more than $33 trillion...

If reading about Required Minimum Distributions (RMDs) and Qualified Charitable Distributions (QCDs) made doing your taxes this year a chore, you are not alone! The SECURE Act 2.0 made changes to RMD rules that are important to understand, especially if you...

With tax season wrapping up, many people are considering how best to use their refund. Fortunately, charitable giving tends to rank high on ways people spend "bonus" money, and giving intentionally and strategically always helps that gift go further. Most...

If you've been involved with charitable giving for a few years, you've no doubt become familiar with both private foundations and donor-advised funds and their popularity as charitable giving tools. As is often the case with tax and estate planning-related...

On Dec. 29, 2022, President Biden signed a $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations Act of 2023.   A component of this legislation, known as "SECURE 2.0," includes many provisions that make it easier for...

No matter the age of your children, the things you teach them today will impact their philanthropic view for the rest of their lives. This may sound daunting, but The Center for Family Philanthropy is here to offer the necessary tools and research to support...

"Money doesn't grow on trees." "Save for a rainy day." Though everyone has a different relationship with and viewpoint on money, you've heard money messages like this throughout your life. These money messages, especially ones you heard growing up, can inform...