Professional Advisor Legacy Planner e-News - November 2013

Previous editions of Legacy Planner e-News can be found HERE.

Gifts Through Stock Transfers - Things You Should Know

As year-end approaches, the Community Foundation often receives gifts through the transfer of stock and mutual funds. These gifts are added to existing funds, or used to create new funds. Transfers of appreciated stocks and mutual funds are a great alternative to cash as a tax-deductible charitable gift.

Read more: Gifts Through Stock Transfers - Things You Should Know

High Net Worth Individuals More Likely to Choose Advisor Knowledgable About Charitable Giving

financial-advisor.webA special report highlighted by Planned Giving Design Center says a recent study reveals disconnect in philanthropic conversations between high net worth (HNW) individuals and professional advisors. The study, just released by The Philanthropic Initiative and commissioned by U.S. Trust, says advisors should learn when clients want to start the philanthropic conversation.

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A Genetic Guide to True Happiness

smiley faces.webHuman beings appear to be genetically engineered to be happiest and healthiest when we spend a lot of time selflessly helping others – and unhealthy when we’re mostly devoted to self-gratification. That’s the eye-opening conclusion of University of North Carolina researchers, based on a study of 80 volunteers.

Read more: A Genetic Guide to True Happiness

Impact Times Three - the W. Meredith and Helen B. Young Legacy

Meredith.HelenYoung.2.webIn early 2011, three new funds were established with the Community Foundation by two well-known residents, W. Meredith and Helen B. Young. To help Frederick County residents have access to post-secondary education, and to assist the Historical Society of Frederick County, Mr. and Mrs. Young made estate provisions that ensured their charitable wishes would come to life after their passing.

Read more: Impact Times Three - the W. Meredith and Helen B. Young Legacy

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