As we’re settling into a new year, some of us may be leaning into new routines and rhythms in an effort to better ourselves, our families, or our communities. As you’re fine-tuning your plans and vision for 2023, consider what your philanthropic goals look like and how you might alter your giving moving forward. Here’s a short list of things …
Trust is the foundation for all of our relationships – it can make, build, and break any bond. It is no different for the relationship between donors and nonprofits. Leaning into trust as a donor is a key tool in expanding your relationship with an organization and supports charitable giving that is both meaningful and impactful. Tune in to the …
Passing along charitable values can seem like a daunting task while balancing everything else. Senior Philanthropic Advisors Gwen Wurst and Whitney Hosty share ways you can involve others in your philanthropic journey. As parents, sisters and aunts themselves, they know first-hand easy ways to get started. Gwen and Whitney chat through: Small everyday acts that spread generosity Easy ways to …
Creating a charitable legacy is essential for philanthropists. How do you ensure your charitable intent is passed along beyond your lifetime? When using a donor-advised fund, one way to pass along your charitable intent is to name successor advisors to advise your fund when you are no longer able to do so. In this clip, Senior Philanthropic Advisors Whitney Hosty …
As we approach the end of the year, our team is ready to process your year-end grants to nonprofits and contributions to your charitable fund. All assets must be received by Dec. 31 to qualify for a 2022 tax deduction. Please keep the following dates in mind when contributing to your fund. Contact our team with questions – we’re here …
Granting money from your donor-advised fund is one of the best feelings in the world. You are quite literally making the world a better place through your generosity. But sometimes – especially if you have just opened a new donor-advised fund – understanding where you can and cannot make a grant is not crystal clear. The Greater Kansas City Community …
Senior Philanthropic Advisor Nicole Stuke recently discussed the 2021 Giving USA Annual Report on Philanthropy with Jeremy Tennenbaum, senior nonprofit strategist at Vanguard. In this Q&A, Jeremy lends his insight and opinion on past and future giving trends and shares advice for nonprofit leaders. Get to Know Jeremy Tennenbaum: Jeremy Tennenbaum, CFA, is a senior nonprofit strategist at Vanguard and …
We often feel helpless in the face of a single natural disaster. It can be paralyzing trying to comprehend the damage created by two disasters that occurred nearly simultaneously. Hurricane Fiona landed in Puerto Rico and the Dominican Republic on Sunday, Sept. 18 claiming more than two dozen lives and causing the worst flooding Puerto Rico has seen since Hurricane …
What does it mean to be a grantmaker, and what does it look like from a donor-advised fund? In this video, Senior Philanthropic Advisors Nicole Stuke and Whitney Hosty share the ins and outs of making grants through a charitable fund at the Community Foundation. They cover: Types of grants made through donor-advised funds The benefits of formulating a grantmaking …
When the market is volatile, investment experts will tell you to keep your emotions out of your decisions and stay the course. But for many, charitable giving is inherently emotional. Stories of those in need tug at our heartstrings, and as the market turns downward, our communities’ needs grow. So it’s critical that we can access donor-advised fund assets to …
