Last fall, United Way of Whitman County (UWWC) hosted a Legacy Giving Panel to kick off the giving season, emphasizing that every individual has the potential to make a difference through their unique assets and opportunities.
United Way Legacy Giving Panel Read More »
We’re here to support you in any client situation involving charitable giving.
Three common client scenarios and charitable planning solutions Read More »
Learn how you can guide your clients through effective giving strategies in volatile economic conditions.
Giving in a Down Market: A Silver Lining? Read More »
Whether your client has established a multi-million-dollar field-of-interest fund or a small donor-advised fund to make annual charitable gifts, your client gains full access to Innovia’s charitable giving expertise and deep knowledge of the needs in our region.Â
Innovia has tools for your charitable clients at all levels of giving Read More »
Stay informed on upcoming tax reforms and their impact on charitable giving, including key policy trends, legislative updates, and strategies to help your clients maximize their philanthropic goals.
Tax Reform on the Horizon: Speed Reading for Charitable Planning Read More »
Discover how the rise of 401(k) and IRA rollovers presents new opportunities for tax-efficient charitable giving, including Qualified Charitable Distributions and strategic estate planning to maximize your clients’ philanthropic impact.
The Rise of 401(k)s: Three Must-Know Tips for Charitable Giving Read More »
Help your charitably-minded clients make a lasting impact in their community with strategic local giving through donor-advised funds, field-of-interest funds, and unrestricted gifts.
A Variety of Funds Can Help your Clients Support Local Needs Read More »
Aaron Roepke, an attorney in Moscow, Idaho, has always valued community, and he encourages his clients to give back creatively.
Aaron Roepke: Professional Advisor Spotlight Read More »
Canopy Village, formerly Children’s Village, offers an array of services to assist struggling families across the Coeur d’Alene region.
A Native-led nonprofit organization, Elk Soup empowers Native families and communities in the Spokane region, proactively improving wellbeing and quality of life for members of all tribes.
