Professional Advisors

Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax exemption

Your clients who are corporate executives have likely wondered at some point about the benefits of aligning their companies with philanthropy, whether specific causes or

You’re well aware that donating highly-appreciated stock to a fund at Aspen Community Foundation offers significant advantages for your clients over making cash gifts. Communicating

As your go-to resource for charitable giving techniques, our team pays close attention to best practices in addressing the broad range of your clients’ charitable

It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of these

At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement plans