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Tag: professional advisors

Three questions can make philanthropy happen

Posted on May 9, 2019, by

Local professional financial advisors glean expert philanthropic advice for their clients Tuesday at the Fox Cities Environmental Learning Campus at Bubolz Nature Preserve, presented by the Community Foundation. Philanthropy consultant and national speaker Kathryn Miree offers three questions that, asked more frequently by estate accountants and lawyers, would improve the community. The questions concern charitable […]

Tax reform offers some advantages for charitable giving

Posted on Dec 6, 2018, by

While there are many predictions of dire consequences for charitable giving with the higher standard deduction implemented with tax reform, giving expert Bryan Clontz says there are two particularly favorable opportunities for donors. Clontz, President of Florida-based Charitable Solutions, frequently speaks to professional advisors in the Fox Valley at gatherings arranged by the Community Foundation. […]