News

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  Spring 2023 Newsletter

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  Retirement plans to charity: Understanding the “trifecta” of tax benefits

  Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. If you’re wondering why, it likely has a lot to do with the buzz about Qualified Charitable Distributions
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  Tax scrutiny: Should clients worry about the IRS’s bigger budget?

  Little doubt remains that your high income-earning clients can expect more oversight and less room for error. This reality also concerns attorneys, accountants, and financial advisors who are responsible for helping their clients adhere to the tax laws with integrity.
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  Agency for Change Podcast

  Vice President for Community Development and Outreach, Michelle Paulk, recently sat down with Kelley Peterson from KidGlov to discuss the Lincoln Community Foundation, Give to Lincoln Day and why everyone can be a philanthropist.
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  Give to Lincoln Day Connects Donor Generosity to Community Needs

  12th Annual Giving Day Set for May 24th
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