Stories: Advisor Stories

By Julie E. Firestone, PrincipalSingerman, Mills, Desberg & Kauntz Co., L.P.A. The Getty Foundation. The Bill and Melinda Gates Foundation. Private foundations formed by successful, entrepreneurial families, perhaps even initially operated by the...

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...

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...

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....

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...

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...

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...

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...

For many donors, the importance of a multigenerational family philanthropy plan is high on the radar, especially in the wake of 2020's eye-opening events highlighting the importance of rallying around important social and community priorities. How do you know...

Many advisors believe it's important to bring up charitable giving in client meetings, especially while updates to tax and estate plans are underway. Indeed, many advisors feel they have a responsibility to raise the issue. But how?  Addressing...