donors

Lynn Rathmell from the CCMP and Cora W.

Keeping Home A Sweet Home For Seniors

For seniors, basic tasks such as cooking, cleaning and paying bills can be difficult. These acts can be even more challenging for those who don’t have family nearby or can’t afford home healthcare services. For some, the need is so great that they are on the verge of failing regularly required HUD inspections and are…

What Your Clients Really Want to Talk About

What Your Clients Really Want to Talk About

A new national study conducted by the U.S. Trust, Bank of America Private Wealth Management and The Philanthropic Initiative uncovers some important facts about high-net-worth individuals, their professional advisors and conversations about philanthropy. Here are out top five takeaways: 1. Discussing philanthropic goals with your clients is a win-win for both sides. Nearly one-third of…

Roth IRA Conversation Prompts Charitable Giving

Roth IRA Conversation Prompts Charitable Giving

When a Birmingham couple recently decided to convert from a traditional IRA to a Roth IRA, they also took the opportunity to offset the income recognition by opening a donor advised fund with the Community Foundation. By donating appreciated stock to establish a fund, this couple achieved their estate planning objectives while also putting structure…

Remy Fund Provides Grants to Ten Local Animal Related Charities

The Remy Fund for Pets and Animal Services, in its third year of grant making, announced a record $30,000 in grants awarded to ten companion animal focused non-profit organizations serving the Birmingham area. Grantees this year included agencies like MommaKat Rescue, a service that provides spay and neuter of free-roaming cats, as well as support…