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DONOR CONNECTION - JANUARY.2023

Happy New Year from the community foundation! We hope your 2024 is off to a good start!


Many of you have been fund holders and fund advisors at the community foundation for years, and we are grateful. Some of you established a donor-advised fund, field-of-interest fund, scholarship fund, or unrestricted fund in 2023, and we’re so glad you did. Others of you are evaluating whether to start a fund at the community foundation in 2024. We are here to answer your questions, and we look forward to working together!


Here’s what we’re covering in this issue:


  • As you build your charitable plans for 2024, remember that you can work with the community foundation to achieve your goals for supporting favorite charities with gifts this year and also establish plans to ensure that your support for these causes continues far into the future through tax-savvy “planned giving” techniques. 


  • Don’t leave your loved ones in the dark. As you compile lists of financial and personal information, be sure to include information about your donor-advised or other type of fund at the community foundation. Our team can help document your intentions.


  • The new year brings new numbers! Be sure you’re up to date on the various IRS thresholds and inflation adjustments that could impact your charitable giving and tax planning through your fund or funds at the community foundation.  


As always, please reach out anytime! 

 

Angie Tatro,

CKCF CEO

READ THE FULL ISSUE: JANUARY.2024


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