Category: News You Can Use: For Professional Advisors

Gifts of appreciated stock: Let the numbers do the talking

No matter what words you use to express the advantages of giving appreciated assets, it can be hard for clients to truly hear it. Consider showing clients–using numbers and examples–that it really is better to support favorite charities by giving appreciated assets instead of cash. The foundation is here to help, click to read more!

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Year-end charitable giving punch list, why life insurance shouldn’t be overlooked, and what’s trending in philanthropy

Thank you for the opportunity to work together to reach your philanthropic goals. We are grateful for the many ways our team collaborates with donors, attorneys, accountants, and financial advisors. Whether we are working together to structure a family’s donor-advised fund, a gift of real estate, endowed support for a favorite nonprofit, or a Qualified Charitable Distribution to a field-of-interest fund at the community foundation, our team enjoys and appreciates every minute.

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Grants Available for Fredericksburg and Spotsylvania Educators

FREDERICKSBURG – The Community Foundation invites local educators to apply for grants through three of its educator-focused funds: the Trust for Public Education IV Fund, the Haven Make a Difference Fund and the Governors Row Fund. This grant cycle, the three funds will collectively award $27,000 to local educators. The foundation will support educators and their […]

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Farms, Tax Planning and Funding a family legacy

news for professional advisorsFarms, Tax Planning, and Funding a Family LegacyGiven that there are more than 2 million farms in the United States, most advisors have at least one client who owns farm property. Although the number of farms has been dropping slowly but steadily since 2000, still, millions of dollars of wealth are tied […]

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