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Tax Reform: What You Need to Know

Tax Reform:  What You Need to Know

Tax Reform:  What You Need to Know

Huntsville, AL - On May 2, 2018, Jared Sharp, CPA, Service Area Leader of Warren Averett's Huntsville Office Tax Division, presented, "Tax Reform: What You Need to Know." This event was sponsored by the Community Foundation of Greater Huntsville as part of the quarterly Philanthropic Advisors Network meetings. Mr. Sharp discussed how the recent tax reform legislation will impact clients’ charitable giving and tax strategies.

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Bridging the Generation Gap: Using Philanthropy to Create Successful Families

Bridging the Generation Gap:  Using Philanthropy to Create Successful Families

Bridging the Generation Gap:  Using Philanthropy to Create Successful Families

Huntsville, AL - On March 8, 2018, Jessica Hovis Smith, Vice President and Director of Financial Planning at Longview Financial Advisors, Inc., presented “Bridging the Generation Gap:  Using Philanthropy to Create Successful Families.” This event was sponsored by the Community Foundation of Greater Huntsville to provide our donors with the resources they need to help make our great community even better through philanthropy.

Family capital is broader that just money. It also includes human, intellectual, social, and financial capital.

  • Human capital - What are the individual attributes of each family member and how does the family use and share the skills of individuals within the family? How can the family enhance members’ skills?
  • Intellectual capital - What are the family’s core values and mission? How is the family using each member’s education and skills?
  • Social capital – What/who are the family’s connections? What are the family’s philanthropic goals and how can each individual contribute to the goals?
  • Financial capital – How can the financial capital be used to address the human, intellectual, and social capital? How will stewardship be addressed?

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SAIL Pilot Success Navigates to Second Year

The Community Foundation and The Schools Foundation Reverse Summer Learning Loss With Summer Learning Initiative

SAIL Pilot Success Navigates to Second Year

In its inaugural year, the North Alabama SAIL pilot program reported an average 2.3 months of reading gains and an additional 1.1 months of math gains during the summer of 2017.

Helping Clients Have Family Meetings

Get Comfortable with Being Uncomfortable

Helping Clients Have Family Meetings

At November 2017 PAN meeting, Patti B. Black, CFP®, Partner at Bridgeworth, LLC, offered practical suggestions about organizing family meetings.