Donor/Fundholder Newsletter Scott Witzig 6/5/26 Scott Witzig 6/5/26 A moment to meet, advisor introductions, and supporting your favorite charities Read More Scott Witzig 5/12/26 Scott Witzig 5/12/26 Local legacy, your charitable giving profile, and getting started on your charitable plan Read More Scott Witzig 4/15/26 Scott Witzig 4/15/26 Due diligence for charitable giving, tax season regrets, and addressing community needs Read More Scott Witzig 1/6/26 Scott Witzig 1/6/26 Keeping your tax advisors informed, a checklist for the new year, life insurance as a charitable giving tool, and January Fundaversaries Read More Scott Witzig 12/5/25 Scott Witzig 12/5/25 Explore year-end tax tips, QCD advantages, legacy planning insights, and the Morton Community Foundation’s December Fundaversaries Read More Scott Witzig 11/7/25 Scott Witzig 11/7/25 Addressing urgent community needs and tax law changes, deductibility tips, and abundant giving through donor-advised funds Read More Scott Witzig 10/3/25 Scott Witzig 10/3/25 Legacy gift - Blessed Sacrament School Tuition Assistance Fund, Balancing immediate and long-term community needs, Six tips for year end, and Reasons to celebrate donor-advised funds Read More Scott Witzig 9/18/25 Scott Witzig 9/18/25 When to call us, philanthropy for young adults, and why it’s not about the tax deduction Read More Older Posts
Scott Witzig 6/5/26 Scott Witzig 6/5/26 A moment to meet, advisor introductions, and supporting your favorite charities Read More
Scott Witzig 5/12/26 Scott Witzig 5/12/26 Local legacy, your charitable giving profile, and getting started on your charitable plan Read More
Scott Witzig 4/15/26 Scott Witzig 4/15/26 Due diligence for charitable giving, tax season regrets, and addressing community needs Read More
Scott Witzig 1/6/26 Scott Witzig 1/6/26 Keeping your tax advisors informed, a checklist for the new year, life insurance as a charitable giving tool, and January Fundaversaries Read More
Scott Witzig 12/5/25 Scott Witzig 12/5/25 Explore year-end tax tips, QCD advantages, legacy planning insights, and the Morton Community Foundation’s December Fundaversaries Read More
Scott Witzig 11/7/25 Scott Witzig 11/7/25 Addressing urgent community needs and tax law changes, deductibility tips, and abundant giving through donor-advised funds Read More
Scott Witzig 10/3/25 Scott Witzig 10/3/25 Legacy gift - Blessed Sacrament School Tuition Assistance Fund, Balancing immediate and long-term community needs, Six tips for year end, and Reasons to celebrate donor-advised funds Read More
Scott Witzig 9/18/25 Scott Witzig 9/18/25 When to call us, philanthropy for young adults, and why it’s not about the tax deduction Read More
