by Laura Dale | Sep 25, 2024 | Financial Planning
Tips You Can Trust: Smart Giving Strategies Steps to Give Real Estate, Getting Ahead of Year-End Planning, and Locking in the Exemption Greetings from the Wyoming Community Foundation! The days are getting shorter! We’re already hearing from attorneys, CPAs, and...
by Laura Dale | May 23, 2024 | Financial Planning
Tips You Can Trust: Maximize Your Client’s Philanthropic Goals Proposed DAF Regulations, the Benefits of Flexible Funds, and Assets That Make Great Charitable Gifts Happy spring from the Wyoming Community Foundation! As the weather warms up and people begin...
by Laura Dale | Mar 18, 2024 | Financial Planning
Tips You Can Trust: Help Clients Level Up Charitable Giving Plans Tax Return Reviews, Types of Funds, and the Latest Donor-Advised Fund News Hello from the Wyoming Community Foundation! Tax time is just around the corner, which means your clients may be taking a...
by Laura Dale | Feb 15, 2024 | Financial Planning
Tips You Can Trust: Opportunities to Connect Clients to Causes They Care About Gearing Up for Tax Time, a Love for Local, and Gifts of Artwork Greetings from the Wyoming Community Foundation! As is usually the case early in the year, the first quarter of 2024 is...
by Laura Dale | Jan 22, 2024 | Financial Planning
Tips You Can Trust: What’s on the Horizon for Charitable Giving in 2024 Spotting Client Opportunities, Unrestricted Giving, and Tax Trends to Watch Happy New Year from the Wyoming Community Foundation! We appreciated the opportunity to work with so many of...
by Laura Dale | Dec 19, 2023 | Financial Planning
Tips You Can Trust: Numbers to Know, Giving in the Golden Years, and Keeping Clients Loyal from Gen Z to Baby Boomer Greetings from the Wyoming Community Foundation, and happy (almost) New Year! The final days of 2023 are upon us. We always enjoy hearing from...
