Philanthropic Services

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 from $13.61 million per person in 2024 to approximately $7 million in 2026 (this includes adjustments for inflation). This change would affect many high net-worth individuals and families, likely exposing

Spring is a perfect time for professional advisors to review a few basic tax principles related to charitable giving, in both completing 2023 returns as well as planning for 2024. Here are three questions that are top of mind for many, along with answers that to help you serve your clients: How important is the

Earlier this year, Bankrate and Psych Central released the Money and Mental Health study and, not surprisingly, a large number of people surveyed in the research reported that money has a negative impact on their mental health. Survey results varied across generations: Financial concerns psychologically impact 48 percent of Millennials, 46 percent of Generation X,

Rose Community Foundation works with individuals, families and corporations to support the causes they care about. With over 26 years of grantmaking and fund stewardship in the Greater Denver region, our staff has developed deep community knowledge, relationships and resources that empower our fundholders to maximize their philanthropic impact. At Rose Community Foundation, we are

For more than 65 years, Giving USA: The Annual Report on Philanthropy in America, has provided comprehensive data on the sources and uses of charitable giving in America. Published by Giving USA Foundation, it is researched and written by the Indiana University Lilly Family School of Philanthropy. The recently released Giving USA study indicated a record