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...
What Erie Gives Makes Possible: Mercy Center for Women
When someone loses their home, they lose more than an address. They lose the place where birthdays are celebrated, children are tucked into bed, and tomorrow begins with certainty instead of fear. Home is the feeling of knowing you’ll have a safe place to return...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
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...