IMPACT
In collaboration with partners across the region, we work to create a future where everyone has the opportunity to thrive.
SIGNATURE FUNDS
Purpose-driven funds supporting the communities and causes that shape our region.
May 13, 2025 | blog, donor knowledge hub
As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, from time to time, draft legislation has proposed that this principle be changed or eliminated. Although tax law...
May 12, 2025 | blog, donor knowledge hub
If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified Charitable Distribution (“QCD”), allowing you to direct a distribution from your IRA to an eligible charity, such as a designated fund, unrestricted fund, or...
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