The One Big Beautiful Bill Act (OBBBA) has been signed into law. Three major takeaways are of particular importance that are likely to impact your clients' charitable planning opportunities over the months and years ahead.  

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.