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Professional Advisor Newsletter
Windfall. Divorce. Retirement. Now What?
Charitable planning in the moments that matter most.
April 02, 2026
Professional Advisor Newsletter
When the Mail Fails Your Clients, a Donor-Advised Fund Doesn't
What advisors need to know about the 2025 postmark rule change - and how to help clients move…
March 11, 2026
Professional Advisor Newsletter
After the Bunch: Why Donor-Advised Funds Deliver Long After the Deduction
The 2025 surge is over. Here's why the conversation about DAFs is just getting started.
February 25, 2026
Professional Advisor Newsletter
When Business Owners Want to Give Back: Don’t Miss the Moment
Opportunities to give closely held business interests are rare but impactful. Key timing,…
January 08, 2026
Professional Advisor Newsletter
How Donor Advised Funds Preserve Tax and Giving Flexibility
As new deduction limits take effect, advisors are reassessing charitable planning strategies.…
January 02, 2026
Professional Advisor Newsletter
Preparing Clients for 2026 Tax Changes
IRS rules and thresholds changed in 2026, including Social Security COLA, standard deductions, tax…
December 10, 2025
Professional Advisor Newsletter
Advisors’ October Guide: Gifts, Estates, and DAFs
October is a prime time for giving and planning. Tap into DAF Day and National Estate Planning Week…
October 01, 2025
Professional Advisor Support
Floor to Ceiling: Four Factors That Will Influence Corporate Giving
New corporate deduction rules start in 2026. The Community Foundation can help your business review…
September 25, 2025
Professional Advisor Support
Inherited IRAs: A Charitable Solution?
Many advisors miss the old ‘stretch IRA,’ which allowed heirs to defer income tax over a lifetime.…
September 09, 2025
Professional Advisor Newsletter
Donating Business Interests: Why A Fund at the Community Foundation Is the Ideal Recipient
Many of your clients likely own their own businesses, and most of those clients are likely…
July 10, 2025
Professional Advisor Newsletter
Start With Numbers - A Case Study for Charitable Clients
Introducing the topic of charitable giving during client meetings can be challenging because there…
July 02, 2025
Professional Advisor Newsletter
Easier Than You Might Think: Moving A Donor-Advised Fund to the Community Foundation
Your charitable clients might have already established a donor-advised fund at a national…
June 26, 2025
