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...
by Laura Dale | Oct 10, 2023 | Financial Planning
Tips You Can Trust: Donor Advised Fund Options, Serving Women Clients, and What’s Deductible Hello from the Wyoming Community Foundation! It’s October, and the fourth quarter is upon us. Our team at the Wyoming Community Foundation (WYCF) is especially...
by Laura Dale | Sep 20, 2023 | Financial Planning
Tips You can Trust: Smart Disaster Giving, Appreciated Stock, and Supporting Charities through the Sale of a Business Greetings from the Wyoming Community Foundation! Fall is upon us, and philanthropy is on the minds of many. That’s not only because you and other...
by Laura Dale | Jul 20, 2023 | Financial Planning
Tips You can Trust: “Catch Up” contributions to boost IRA philanthropy Hello from the Wyoming Community Foundation! It’s summer 2023 and there’s no shortage of news on topics related to philanthropy and charitable giving. This month we are drawing...
by Laura Dale | Jun 20, 2023 | Financial Planning
Tips You Can Trust: Giving cash versus stock, dealing with family disagreements, and what’s in the news . . . Hello from the Wyoming Community Foundation! Memorial Day has come and gone, and for many, “summer mode” is in full swing. We’re excited...
by Laura Dale | May 10, 2023 | Financial Planning
Tips You Can Trust: The Power of the IRA Beneficiary Designation, the IRS’s Bigger Budget, and Not-to-Miss News and Trends Hello and Happy May! As you and other advisors emerge from a busy tax season, your attention may be turning to estate and financial...
