NEWS

Check here for the latest news and updates from the Chautauqua Region Community Foundation.

Planned Giving Kristen Johnson Planned Giving Kristen Johnson

Involving the Next Generation

For professional advisors, client retention is most vulnerable during generational transitions. Nationally, fewer than 20% of heirs continue working with their parents’ advisor after inheriting assets. Philanthropy offers one of the most natural and meaningful entry points. Conversations about giving invite discussions about values, legacy, and shared purpose, while strengthening the advisor’s role as a trusted guide. 

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Planned Giving Kristen Johnson Planned Giving Kristen Johnson

One Big Beautiful Bill

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.  

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