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Tag: donor advised fund

Clients reassured their legacy is secured

Posted on Sep 14, 2021, by

By Reg Wydeven, McCarty Law and Community Foundation Board member As an estate planning attorney in the Fox Valley, I am continuously amazed at the generosity of our community, and my clients in particular. So many of my clients want to include charitable organizations in their estate plans and want to explore the different ways […]

In memory of Nicole

Posted on Jan 4, 2021, by

The Bangart family photo shoot. Nicole and Brady are on the right. Brady Kees is doing something special to memorialize his late girlfriend Nicole Bangart, a 2010 Chilton High School graduate and straight-A co-salutatorian. Five years after her tragic death, Brady and Nicole’s mother Cindy have created a scholarship fund as well as a donor […]

Local couple has “The Talk” about legacy planning

Posted on Dec 7, 2020, by

When it comes to planning your legacy, have you had “the talk” yet? For Rick and Sue Detienne, it’s been about 15 years, and they’re still talking. The Appleton couple met while attending Lawrence University.  Rick worked for Laminations and retired 11 years ago. The two began considering ways they could bless their community today […]

Creating Impact by Guiding Nonprofits to Excellence

Posted on Nov 3, 2020, by

By Peter Mariahazy, Community Foundation Board of Directors As a donor and volunteer of the Community Foundation for the Fox Valley Region, I’m proud of the organization’s impact that goes well beyond financial support. The Community Foundation adheres to the highest standards in supporting agencies that improve and strengthen the community as a whole. With […]

The Durkee Family: A Generous Path to a Lasting Legacy

Posted on Jul 28, 2020, by

The Durkee family: Top: Jane, June, Nancy, Todd (Nancy’s husband). Bottom: Ray and Mary. Like many of us, Mary Durkee is watching the world change and adapting to a new way of doing things. She probably won’t be taking her annual trip to Europe with her three daughters this fall. Instead, she might take walks […]

Support a charity’s mission in a tax-savvy way

Posted on Dec 10, 2018, by

By Ron Altenburg, CPA, Tax Shareholder, Schenck SC Why give to charity?  In studies on the reasons people give, tax reduction regularly ranks low on the list while passion for the charity’s cause, a desire to give back, and helping make a difference are often at the top. Although the low ranking of tax benefits […]

Higher standard deduction need not reduce giving

By Curt Detjen President/CEO While much attention has been focused on how the larger standard deduction for tax filers in 2018 will remove an important incentive for charitable giving, there are still some good tax-advantageous options available. Talk with your financial or legal advisor before proceeding with any of these, and consider: Donor advised fund: […]