A Great Business Partnership – OCCF and Corporate Giving
A Great Business Partnership - OCCF and Corporate Giving Are you considering that many of your clients are executives in companies whose leaders want the company itself to lean into charitable giving? It is wise to be aware of best practices in corporate philanthropy...
Advising the Charitable Millionaire Next Door
Advising the Charitable Millionaire Next Door At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans has reached the $1...
Tax Review: Funding Options for 2025
Tax Review: Funding Options for 2025 When your client is getting ready to make a contribution to a fund at the Community Foundation or other charity, remind them not to automatically reach for the checkbook! Here are other (and typically more tax-savvy) options to...