A Guide to Charitable Giving During a Pandemic

In the span of weeks, the COVID-19 pandemic and an earlier than expected start to California’s fire season have impacted every aspect of our communities, including the nonprofit sector. Whether it is health-related, a safety net organization serving the vulnerable, or focused on the arts and education, many nonprofits are struggling. For the seasoned philanthropist […]

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Let’s Keep the Music Going!

Supporting music and music education in Sonoma County have long been priorities for all of us at Willow Creek, and now more than ever, music and art are crucial to our emotional well-being. We are so proud to support Santa Rosa Symphony’s It’s Elementary program, which provides music education for thousands of Sonoma County students […]

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Explore family charitable giving options such as trusts, foundations, funds

Not all of us can be as generous as billionaire Robert F. Smith, whose commencement speech concluded announcing that his family will pay off the student debt of the entire graduating class at Morehouse College, nearly $40 million. Yet, we can all make a difference in our own community, at whatever level we can afford. […]

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Camp Fire Giving

In the past week, we have received a number of requests for information about how to provide financial assistance to victims of the Camp Fire in Butte County. We have assembled a list of organizations accepting donations, shown below, which may guide you in that process. As always, we encourage you to use resources such […]

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Willow Creek Commentary: Summer-2018

TAX DEDUCTIONS AND CHARITABLE IMPACT The Tax Cuts and Jobs Act enacted in late 2017 is more than 500 pages long with detailed changes affecting many areas of the tax code.   Aside from the reduction in federal tax rates, most taxpayers will be impacted by the higher standard deduction and changes in itemizing deductions. Here’s […]

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Good News for Philanthropic IRA owners

If you’re over age 70 1/2 and are looking to reduce your taxes while making charitable contributions, you should consider taking advantage of a Qualified Charitable Donation (QCD) from your Individual Retirement Account (IRA) this year. The IRS ruled that charitable donations after age 70 1/2 made from your IRA accounts will be exempt from […]

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Creative Giving: Philanthropy with pizazz

Giving to a charity is easy, right? Write a check, send it off to your favorite 501(c)(3) organization, and get a full deduction for the amount on your tax return, up to 50% of your adjusted gross income. Though this is correct, there are more advantageous and rewarding ways to help the causes closest to […]

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It’s time to protect your family and your future

Over 50% of our adult population does not have a current or up-to-date estate plan to protect themselves and their family’s assets; that’s half your family, friends, and associates. Estate planning is a financial process that can protect you and your family and is a very important component of your overall financial planning. Now is […]

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Helping Syrian Refugees in Greece

What can a fulfilling retirement look like? Though it is different for everyone, we have a couple of clients, a husband and wife, who also both happen to be doctors. They retired a couple of years ago, and when they recently realized the need for their skills in Greece, they made the decision to travel […]

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Harvest Time for Tax Savings

As the end of 2015 approaches, a window is still available for tax savings. Here are a few ideas to help reduce your tax bite. TAX LOSS HARVESTING A popular strategy called tax-loss harvesting should be considered.  The stock market has been rough this year, with  various investment asset classes showing negative returns. If you […]

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