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 […]
Everyone learns and adjusts during this COVID-19 pandemic because every day is different, requiring us to live, work and play in ways we hadn’t before. This new world also includes new tax incentives for charitable giving included in the recently enacted Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. What does this mean […]
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 […]
4455 W. Lawrence St
Appleton, WI 54914
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