The end of each year is a time of reflection, and a time for charitable giving.  The recent wildfires that ravaged California, particularly the Camp Fire in and around Paradise, made the national news, and also put the power of Community Foundations in the spotlight. A Community Foundation serves as an ‘umbrella’ organization to distribute […]

Are you feeling generous?  Or have market increases pushed you into Estate Tax territory?  Here are some ideas and strategies for year-end gifting: Reportable Gifts.  Starting on 1­­­­­­-2-2013 with the enactment of the American Taxpayer Relief Act (ATRA), the federal estate, gift and generation-skipping (GST) tax exclusion amounts are now $5 million per taxpayer.  Indexed […]