Tag: Poweshiek

19
May

Rethinking legacy: Balancing gifts to heirs with the community’s future

Next time you meet with your estate planning attorney, it may be a good idea to check in on your long-term plans and ask yourself questions you might not yet have considered. Some planners, for example, report that more and more clients are reconsidering an automatic estate distribution to heirs. Instead, their clients are evaluating what type of legacies make

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9
Apr

Serving charitable clients: Dual strategies emerge

As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly distinct groups of donors. On one hand, the high federal estate tax exemption and new restrictions on itemizing charitable deductions are creating unique opportunities for your clients whose assets exceed $30 million. On the other hand,

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9
Apr

Tax Season Debrief: Three Common Regrets

If you’re like many donors, the weeks leading up to tax deadlines tend to bring charitable giving into sharper focus. You may have finalized contributions, gathered documentation, or had conversations with your CPA about how your giving fits into your overall financial plan. After the deadline has passed, it’s tempting to move on and not revisit these decisions until later

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9
Apr

Charitable giving, due diligence, and how Greater Poweshiek Community Foundation can help

Many people want to be thoughtful in their charitable giving, but that doesn’t always make the process easy. In fact, one of the most common challenges donors face is simply feeling confident in their decisions. With so many worthy organizations, urgent needs, and compelling opportunities, it can be difficult to know where to start—or how to know if you’re making

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11
Mar

Donor-Advised Funds: Flexible, Tax-Friendly, and Just the Beginning

As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is no surprise, considering that these popular vehicles can help your clients achieve both their financial and philanthropic goals. A donor-advised fund at the community foundation is not only useful as a standalone tool, but even more importantly, it can

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11
Mar

Women and philanthropy: Impact Across Generations

March is Women’s History Month, and it’s a great time to share information about the increasing role of women in philanthropy. Sometimes this shift happens gradually—a daughter becomes more involved in conversations about family giving, or a spouse who once deferred decisions begins shaping philanthropic priorities more directly. In other cases, the transition is sudden and deeply personal, such as

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11
Mar

Why 2026 Is Different: Four Tax Time Reminders

It’s tax season, which means it’s a terrific time to ensure that your charitable giving goals are on track and here are four items to discuss with your CPA. New rules for itemizing charitable deductions As in prior years, charitable contributions are deductible only if you itemize your deductions. If your total itemized deductions do not exceed the standard deduction,

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11
Mar

Keep going: Why Donor-Advised Funds Are Still Essential

The end of 2025 brought a whirlwind of charitable planning activity since many taxpayers wanted to maximize the tax benefits of their charitable donations before the 0.5% “floor” and 35% “cap” on charitable deductions kicked in on January 1, 2026. Donor-advised funds remain a highly relevant and strategic tool for your clients. Fundamentally, regardless of tax benefits, your clients’ charitable

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16
Apr

Greater Poweshiek Community Foundation – We Grow Community Through Giving

[ad_1] The Greater Poweshiek Community Foundation assists donors in efficiently and effectively supporting non-profit organizations that make life better for people in Poweshiek County. Check out how we are growing community through giving at www.greaterpcf.org. Greater Poweshiek Community Foundation – We Grow Community Through Giving When you give to a cause through Greater Poweshiek Community Foundation, your gift joins that

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8
Feb

We've partnered with Claude W. & Dolly Ahrens Foundation, Greater Poweshiek…

[ad_1] We've partnered with Claude W. & Dolly Ahrens Foundation, Greater Poweshiek Community Foundation, with financial assistance from Grinnell College, Grinnell Mutual and the City of Grinnell to bring you Gifting Grinnell, a virtual auction intended to stimulate business activity and benefit nonprofit programs. Beginning today, businesses will offer items such as merchandise, gift cards, or experiences that members of

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