Skip to main content
This website uses cookies to ensure the best user experience. View more.
Horizontal Rule
Five ways to maximize your clients' year-end giving
Five ways to maximize your clients' year-end giving
Before your clients ring in the new year, make sure they have maximized their charitable giving for 2021. Gifts made to a charitable fund by Dec. 31 will earn them a tax deduction for the current year while supporting the causes they love for many years to...
Read More
Proposed legislation: What's in it for giving?
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 the...
Read More
Private family foundation partnerships: Jean P. Wade Fund
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...
Read More
Charitable giving strategies for highly appreciated assets
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....
Read More
An eye on the law: Recent updates and rulings
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...
Read More
Case study: How to spot a prime CRT opportunity
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...
Read More
Horizontal Rule

Stay Connected

Sign up for our Signal e-newsletter
Back to Top