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Donor-advised funds: A powerful estate planning tool
Donor-advised funds: A powerful estate planning tool
Your client’s fund at Akron Community Foundation can be an ideal recipient of estate gifts through a will or trust, or through a beneficiary designation on a qualified retirement plan or life insurance policy.  Bequests of qualified retirement plans in...
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Meet the worst asset in your client’s estate
Meet the worst asset in your client’s estate
By Natalie B. Choate What’s the absolute worst asset to deal with in a client’s estate plans? No contest: It’s their IRA (and other retirement plans, like 401(k)s and 403(b)s). When your client leaves their IRA to someone, they are bequeathing that...
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The role of advisors in keeping our community strong
The role of advisors in keeping our community strong
COVID-19 has significantly impacted nonprofit operations across the country and hampered nonprofits’ ability to help their communities during a crisis in which millions of people are in need. The National Council of Nonprofits reports widespread damage to...
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Congress extends charitable giving incentives for 2021
Congress extends charitable giving incentives for 2021
A wild ride in 2020 ended with the extension of several tax provisions to encourage charitable giving in the midst of ongoing pandemic-related challenges facing nonprofits. As your clients evaluate their approach for 2021, now is a great time to address their...
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Protecting your clients from year-end charity scams
Protecting your clients from year-end charity scams
With GivingTuesday right around the corner, many of your clients are likely to make an "in the moment" decision to give to a charity. That’s terrific, and you’ll be doing them a big favor if you offer a gentle reminder that, unfortunately, there are a few...
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