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Tag: Ann Engelhard

Stock transfers simple, tax savvy

Gifts of publicly traded stock and other securities are increasing in popularity as donors are finding a stock transfer is a simple and tax-savvy way to support the community while meeting their own financial goals. In 2021, the Community Foundation’s donors gave over $18 million in stock contributions, with 35% of transfers made in December […]

5 Year-End Giving Tips

By Ann Engelhard Vice President Donor Services and Gift Planning Each December the Community Foundation office is a flurry of activity as donors make grants from their charitable funds to support their favorite charities before year-end. The giving season is an exciting time. During the past two weeks alone, we have mailed 377 grant checks […]