Keeping up with an ever-evolving landscape of tax legislation can be a full-time job! Many attorneys, CPAs, and financial advisors regularly ask the community foundation to provide a refresher course on the potential tax changes on the horizonin 2025, especially those that might impact charitable planning techniques. 

Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to their Gen X and Millennial children.

Did you know that the Chautauqua Region Community Foundation has administered a Charitable Gift Annuity program since 2006? With advisors fielding more questions about charitable gift annuities (CGAs), we thought this was an opportunity to share some updates: 

A new year is in full swing, but you’ve still got plenty of time to consider your charitable impact and how you’d like to make a difference in 2025. A great way to do that is to reflect on the difference you’ve already made through the years.