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Nancy Brinker, Julie Cummings and Susan G. Komen Affiliate Partner with Community Foundation to Create The Promise Fund

Palm Beacher Julie Cummings and Susan G. Komen founder Nancy Brinker are helping spearhead a new fundraising initiative aimed at connecting cancer care providers with two vulnerable populations in South Florida — people in financial need and those who have moved to Florida from Puerto Rico and other

PBC funders collaborate to help local nonprofits, residents struggling after Hurricane Irma

When Hurricane Irma struck Palm Beach County, area funders stepped forward in a coordinated effort to help local nonprofits support our community. To date, the funders have provided more than 700,000 to 60-plus organizations – covering the cost of everything from roof repairs to mental health

Savvy Donors Think Long-Term

Think of your favorite nonprofit organization. What benefits does it offer to our community? What services would be missing if it closed its door? How would it affect our community?  Increased competition for limited charitable dollars has taken its toll on many worthwhile organizations. A vast

When Donating Non-Cash Gifts, Timing and Valuation is Important

Donating non-cash gifts like privately held stock can be tax-advantageous for you, but the donation process requires planning and a carefully laid out timeline that simple gifts of cash do not. Gifts of non-cash (or complex) assets can help you meet significant charitable goals while potentially

IRA Charitable Rollover Offers Unique Giving Opportunity

An IRA Charitable Rollover provides owners of Individual Retirement Accounts (IRAs) with a unique giving opportunity to support their favorite charities without being subject to federal income tax on the distribution from a traditional IRA. This is particularly beneficial for those with a passion

Why the Donor-Advised Fund is a Vehicle You Need to Know

Donor-advised funds (or charitable giving funds) are the fastest growing philanthropic planning vehicle in today’s wealth management marketplace. Donor-advised funds have risen dramatically in popularity over the last several years. This type of giving vehicle is popular because they allow an

Five Ways Your Community Foundation Can Boost Your Holiday Joy

1. Build family connections through philanthropy Charitable giving is a great way to bring families together. This year, consider browsing the community foundation’s website to discover information about the community you love. Print a few pages or articles to share with your family at holiday

For Advisors: Talk with Clients Now About Charitable Plans and Avoid Year End Stress

Many clients traditionally make many of their donations to charities at the end of each year, or rush to set up donor advised funds or other charitable vehicles in December. This creates unnecessary pressure upon the donors, the charities that receive the donations, and especially the financial,

Having a Plan For Giving is Always a Good Idea

A generous couple came to me recently with a stack of direct mail solicitations from local and national charities. The stack was high – it contained colorful appeals from every type of worthy cause- education, animals, the arts, hospitals, veterans groups, environmental, faith-based organizations

Charitable Gifts of Appreciated Stock – Will You Seize the Moment?

Right now is a unique opportunity for your charitable giving.  Why? The major stock market indexes are trading at record levels and federal tax policies remain unchanged. This is the perfect time to consider making end-of-year charitable gifts. Policy makers in Washington D.C. are