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News Archives


Tax Planning: Get Ahead of the Year-End Rush
It’s a good idea to familiarize yourself with several important year-end charitable giving techniques and deadlines so you can be prepared.

Branch County Community Foundation
Nov 15, 2023


Clients want to know: What’s deductible and what’s not?
What’s deductible and what’s not? As you talk with clients about supporting their favorite charities in their estate plans...

Branch County Community Foundation
Oct 10, 2023


Unlock the Unexpected Power of Regret to Grow Your Charitable Giving
The experienced team at the community foundation can help you avoid charitable giving regrets, especially by making it easy for you to...

Branch County Community Foundation
Jul 16, 2023


Have your cake and eat it too: A dual approach to charitable giving
A donor-advised fund with a bequest provision, established at the community foundation, is a great solution for many donors.

Branch County Community Foundation
May 11, 2023


Hidden no more: Designated funds and field-of-interest funds
Although donor-advised funds cannot accept QCDs, the community foundation offers other types of funds that can accept QCDs. For example...

Branch County Community Foundation
Mar 8, 2023


The "i's" have it: Two key topics for client meetings
Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to

Branch County Community Foundation
Oct 17, 2022


Nonprofit Sector Insights - October 2022
The nonprofit sector accounts for more than 12 million jobs in the United States, and job growth in the nonprofit sector in recent years has

Branch County Community Foundation
Oct 17, 2022


The BEAR Market
Here are three messages worth sharing with your philanthropic clients as bear market conditions hang on into the fourth quarter

Branch County Community Foundation
Oct 12, 2022


Hurricane Relief
n the wake of Hurricane Ian, your clients may ask you about their options to support those affected by the storm. We encourage you to reach

Branch County Community Foundation
Oct 1, 2022


Highly-Appreciated Stock
If your client missed the ideal window, it’s still not too late to support charity

Branch County Community Foundation
Sep 27, 2022


Inherited IRAs: Big headache, or big opportunity?
Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IR

Branch County Community Foundation
Sep 16, 2022
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