Entries by Lauren Jefferson

Fifteen Highland County nonprofits awarded grants from Little Swiss Fund

The 2024 Little Swiss Fund grant awards will distribute a total of $553,629 to 15 nonprofit organizations serving Highland County. The fund began in 2018 with a $10 million gift from an anonymous donor. Monies from the permanently endowed fund are annually invested and distributed to eligible 501 (c)(3) organizations through a competitive grant process […]

Navigating decisions with high net-worth clients around funds, private foundations and multi-generational legacies

Charitable giving is always an important strategy to discuss with your clients. Many high net worth individuals are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes. Charitable giving strategies are particularly relevant as you and your clients address the possibility of increases in income and capital gains taxes for high […]

Essential conversations before that estate tax law changes (or doesn’t)

Many eyes are on the election aftermath seeking clues about what might happen to the tax laws. Of particular interest is the much-analyzed sunset of the higher estate tax exemption, scheduled for the end of 2025 absent intervening legislation. “Absent intervening legislation” is the key, of course. The November 2024 elections will not immediately change […]

Event tickets: Beware of the split

Many of your philanthropy-minded clients enjoy attending fundraising events for their favorite charities. Especially as community events start ramping up this fall, you’ll want to be aware of a little wrinkle in the IRS rules that may surprise your clients so much that they ask you about it. Here’s how this might go. Client: “We […]

Into the great unknown

Humans crave certainty, and that is certainly not what we have right now during election season, especially where taxes are concerned. Your clients who support charitable causes may be wondering how the election outcomes might impact their philanthropic plans. You’re probably wondering that, too! It is impossible to predict tax law changes, and that will […]

‘Dukes Support Mountaineers’ fund collecting donations for Appalachian State community

UPDATE 10/17/2025: The fund has raised a total of $63,150 for relief efforts. Dukes Support Mountaineers, a new charitable fund opened this week by The Community Foundation of Harrisonburg and Rockingham, welcomes donations to support Appalachian State University’s disaster relief efforts.  The fund was started by James Madison University alumni and patrons Joe and Debbie […]

Director of accounting shares best practices at national conference

In early September, Anna Wagner found herself putting in some long days in a two-week stretch. Wagner, director of accounting at The Community Foundation of Harrisonburg and Rockingham, finished a major phase of the annual audit and turned immediately towards prepping for the Finance, Administration, and Operations Group (FAOG) national conference. On Sept. 10, she […]