Aug 4, 2026
As an attorney, CPA, or financial advisor, you’re well aware that your clients are typically better off from a tax perspective if they donate to charity by giving appreciated stock held for more than one year instead of writing a check. That’s because the client’s...
Jul 10, 2026
“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...
Jul 10, 2026
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...
Jul 10, 2026
At the community foundation, we work with a wide range of donors who want to support favorite charities and causes they care about. Sometimes we meet with individuals and families who have already begun their charitable giving journey by establishing a donor-advised...
Jul 10, 2026
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,...
Jul 10, 2026
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...
Recent Comments