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What Erie Gives Makes Possible: David Milano Memorial Foundation

What Erie Gives Makes Possible: David Milano Memorial Foundation

Grief has the power to change a person’s life forever.  For some, it becomes something they carry quietly. For others, it becomes the beginning of a mission to ensure that the person they lost continues to make a difference in the lives of others.  That is the...
What Erie Gives Makes Possible: Sarah Reed Senior Living

What Erie Gives Makes Possible: Sarah Reed Senior Living

Growing older doesn’t mean the simple joys of life become any less important.  A walk through a garden. Lunch with friends on a sunny afternoon. Listening to live music outdoors or watching grandchildren play nearby. These everyday moments have the power to lift...
What Erie Gives Makes Possible: David Milano Memorial Foundation

Good News Keeps Coming: Retirement Plans and Charitable Giving

You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a...

Erie Speaks with One Voice

by Karen Bilowith, President & CEO of The Erie Community Foundation  Earlier this month, I had the opportunity to join more than 25 leaders from across Erie County for Erie Day in Harrisburg, a two-day effort organized by Infinite Erie in partnership with the Erie...
Serving charitable clients: Dual strategies emerge

Serving charitable clients: Dual strategies emerge

As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable...