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Early bird planning for year-end, major financial milestones, and redefining “big” inheritances
Hello from the community foundation!
As fall approaches, it's a natural time to look ahead. Whether you're thinking about year-end charitable giving, celebrating an important financial milestone, or considering the legacy you'd like to leave for future generations, a little planning today can make a big difference tomorrow. The community foundation is always happy to share trends and practical ideas to help you get ahead of the busy season—and so much more related to charitable giving!
Early birds, "bunching," and planning for year-end
Year-end giving often works best when planning starts long before the holidays. Learn why now is the perfect time to review your charitable plans, explore the benefits of "bunching" charitable gifts, and consider how your donor-advised fund at the community foundation can help you maximize both your impact and potential tax benefits.
From success to significance: Opportunities after a major financial milestone
Major life events often inspire us to think differently about what comes next. Whether you've sold a business, received an inheritance, retired, or crossed another important milestone, the community foundation can help you discover how thoughtful charitable planning can translate financial success into lasting community impact.
A "big" inheritance may not be all financial
The Great Wealth Transfer we’ve all been watching is about so much more than passing along assets to your heirs. The community foundation team welcomes conversations about generosity, shared family philanthropy, and thoughtful estate planning to help ensure that your values—and not just your wealth—continue to make a difference for generations to come.
As always, thank you for allowing the community foundation to be part of your charitable giving journey. We are honored to help you turn today's generosity into tomorrow's lasting impact. Please reach out anytime!
Warmly,
Angie Tatro, CEO
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