News Archives

his is a great time to check in with clients not only related to the estate plan provisions for distributions to their heirs, but also the provisions in their estate plans to leave a gift to one or more charities. 

now is a good time to consider how both long-term and short-term planning can be important components of a comprehensive philanthropic strategy. The community foundation can help!

In an economic and legislative environment full of unpredictability, we encourage you to tap the knowledgeable team at the Branch County Community Foundation–perhaps even more than you have in the past. 

Let’s address five frequently asked questions we’ve been hearing from attorneys, CPAs, and financial advisors as you counsel your charitable clients. 

It’s more important than ever to stay informed about how changes in the tax law may affect your charitable giving.

Retirement offers a unique opportunity for individuals to rediscover their sense of purpose beyond the confines of a traditional career. The BCCF team and charitable tools can play a pivotal role in this journey.

2023 survey found that only 19.2% of advisors regularly discuss charitable giving with clients, and another 44.2% do so only occasionally.

We welcome a conversation to learn more about the difference you’d like to make in our area, whether through lifetime giving, a gift in your will or trust, or a combination of both.

As you consider how to support your favorite charities this year, take a moment to evaluate which assets may be best suited for your donations.

Now is a great time to consider how you can turn part of your retirement plan into a legacy gift that benefits both your loved ones and your community.

Your clients are seeking a similar level of trust with the people and organizations that are helping carry out their philanthropic wishes.

Engaging Gen Z now will help your organization secure future revenue and build on young people’s sincere desire to make a difference.

As the hub for your clients’ charitable giving, our tools and our team are dedicated to helping your clients achieve their charitable goals.

BCCF is honored to serve as a resource and sounding board as you build your charitable plans and pursue your charitable plans.

If you’ve not yet involved your children or grandchildren in your charitable giving, this may be the year to consider it! Children of all...

Here are four signals that it may be time to update your philanthropy strategies with the help of the community foundation team

Life insurance can be a very effective charitable giving tool under certain circumstances.

Three tips how to take advantage of year-end giving.

Clients expect you to ask them about charitable giving. “Oh I do that,” you might say to yourself. But don’t be so sure!

The team at the community foundation can help you evaluate the various options for giving the family home to charity.