skip mobile navigation
Aa Aa Aa

Author Archives

Michelle Lippart Hardwick, Director of Gift Planning

Give a charitable gift of joy and meaning

By Michelle Lippart Hardwick, director of gift planning As you prepare for the holiday season, consider giving joy and meaning by making a charitable gift. Nonprofit organizations are faced with unprecedented challenges this year – many with an increased need for their services while simultaneously experiencing reduced resources. If you want to make a lasting […]

The SECURE ACT and charitable giving from IRAs

The SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement, took effect Jan. 1, 2020, and changes rules governing retirement plans, including provisions relevant to making charitable gifts from an Individual Retirement Accounts (IRA). Under the SECURE Act, a Qualified Charitable Distribution (QCD) remains a terrific way to make a tax-free gift […]

Professional advisors have a powerful ally in the Community Foundation

For professional advisors in the Fox Valley region, helping clients achieve their charitable giving goals just got a little easier. The Community Foundation is providing several new avenues to give advisors, legal consultants, estate planners and other financial advisors the tools and resources they need. A new website portal launched last week allows advisors to […]