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Three Reasons Your Clients Can Benefit from a Donor Advised Fund

While every client has their own taxable situation, there are three common reasons a donor-advised fund can serve as a powerful tax planning tool. Let’s begin with, what is a Donor Advised Fund? A donor-advised fund (DAF) is a charitable fund that enables donors to manage their charitable

Community Foundation's On the Table Survey Finds Community Members United and Optimistic

As part of the On The Table initiative, a recent Community Foundation for Palm Beach and Martin Counties survey found that housing, economic development and poverty are three of the most pressing issues that need to be addressed. The survey, known as the Community Impact Report, further

Community Foundation Welcomes Two New Board Members

The Community Foundation for Palm Beach and Martin Counties has elected Alex Rubio and Earnie Ellison, Jr. to its board of directors. Rubio is a prominent business leader with NextEra Energy, Inc., serving as Vice President, Integrated Supply Chain. He has accountability for all aspects of the

Community Foundation Welcomes New VP for Community Impact

The Community Foundation for Palm Beach and Martin Counties has hired January Romero Reissman as Vice President for Community Impact. “We have made a concerted effort to enhance our impact at the Community Foundation, and we are confident that January will help steward that mission,” said

Four Ways to Make Your Charitable Giving More Effective This Holiday Season

Feeling charitable for the holidays? The Community Foundation for Palm Beach and Martin Counties can help plan your giving. Here are four ways to make your charitable giving more effective: 1. Evaluate what you’re most passionate about & find a reputable charity.  Is it education,

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

End of Year Giving- the 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

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

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

Right now is a unique opportunity for your charitable giving.  Why? There are two reasons, most of us make our charitable contributions by the end of the year and also many of us own highly appreciated stock that could be subject to long-term capital gain taxes. Donating appreciated

Five Ways Your Community Foundation Can Boost Your Holiday Joy

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.