Imagine the future.
Your community foundation helps bring your charitable goals to life.
Greetings from the community foundation!
The year is in full swing! It is our pleasure to work with so many individuals, families, and businesses to establish charitable funds and legacies to achieve the community impact that means the most to you. For those of you who have not yet established a fund but are considering it, thank you! We look forward to learning more about your charitable goals and identifying ways the community foundation can help.
Here’s what’s trending here at the community foundation.
–This is a great time of year to reflect on the causes you love and the reasons you love them. Whether it’s a favorite charity because you’ve served on the board of directors for years, or an organization you’ve recently begun supporting, the community foundation’s tools can help you deepen your involvement and meet your estate planning goals at the same time.
–Missed deadlines are no fun, especially where tax rules and the IRS are concerned. If you intended to make a Qualified Charitable Distribution in 2024 but missed the deadline, take a moment right now to be sure you are planning for 2025. QCDs are excellent tools for people who’ve reached the age of 70 ½, and the community foundation can help you make the most of the opportunity.
–Having choices is a good thing, right? Of course! But that doesn’t mean it’s not overwhelming to be faced with a lot of options, especially where charitable giving is concerned. That’s where the community foundation comes in. We can help you sort through the options, simplify a strategy, and set a plan in motion to achieve both your philanthropic and tax planning goals.
Wishing you all the best for February!
With gratitude,
Angie Tatro,
CKCF CEO
|