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...
by Laura Dale | Apr 14, 2023 | Financial Planning
Tips You Can Trust: Banking’s bumpy road and charitable giving, proposed legislation, and what’s on the IRS’s radar Hello from the Wyoming Community Foundation and Happy April! As tax time comes and goes for another year, many of you are beginning...
by Laura Dale | Mar 13, 2023 | Financial Planning
The Wyoming Community Foundation is Your Friend in Philanthropy We have some tips to share with your clients: charitable giving & spring cleaning March greetings from WYCF! Even though were not too far into 2023 yet, we’re hearing from many attorneys,...
by Laura Dale | Feb 1, 2023 | Financial Planning
We have something just for YOU! Read on for tips to share with your clients: charitable gifts & Legacy IRAs In the spirit of the new year and the resolutions that come with it (sometimes later than we planned for), we’re sharing tips and ideas in our new...
