Checking in on your charitable plan

Checking in on your charitable plan

“Life is what happens to you while you’re busy making other plans.” — John Lennon You’ve certainly heard that well-known quote. But have you thought about it in the context of your charitable giving? It’s common to create a charitable giving plan...
Charitable giving: Ten ways teens can get involved

Charitable giving: Ten ways teens can get involved

At ETCF, we are honored to work with many families across multiple generations. Quite frequently, parents and grandparents share with us their hopes of passing along to the next generation more than just financial assets. They want to pass along values, encourage...
Worth a Read

Worth a Read

The ETCF team keeps an eye on trends, research, legislative developments, and thought leadership at the intersection of charitable planning, estate planning, and wealth management. Here are three recent articles we think are especially relevant for attorneys, CPAs,...
Tomorrow’s Gift, Planned Today.

Tomorrow’s Gift, Planned Today.

Charitable gift planning, also called estate planning or planned giving, allows clients to support their favorite nonprofit(s) during their lifetime and beyond. Planned giving sometimes has a taboo reputation because it evokes images of death, dying or diverting...
Business succession planning: Four questions and one word of caution

Business succession planning: Four questions and one word of caution

At the community foundation, we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority. A natural extension of that work is to explore ways a business owner’s succession plan can incorporate gifts to favorite charities...