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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
Professional Advisor Newsletter
QCDs: Soon There May Be More to Love
If you’re over 70 ½, you’re likely aware of a charitable giving tool called a Qualified Charitable…
June 03, 2025
Professional Advisor Newsletter
Surprised? Here’s What You Might Have Missed
Keeping up with legislative changes affecting charitable giving can be challenging. The Community…
March 12, 2025
Professional Advisor Newsletter
Generational Shifts: Meeting Clients’ Charitable Goals
The transfer of wealth is real, and it is upon us. Discover how the Community Foundation can help…
February 27, 2025
Professional Advisor Newsletter
For Clients Passionate About Local Causes, the Community Foundation is the Perfect Place
Regional issues matter to your clients. The Community Foundation helps them make a meaningful…
February 11, 2025
Professional Advisor Newsletter
Plan Ahead for 2025: Helping Your Clients Take a Long-Term Approach to Charitable Giving
Budgeting is a hot topic early in the year, and charitable giving is no exception. The Community…
January 02, 2025
Professional Advisor Newsletter
Your Charitable Planning Cheat Sheet
Do you wish you could quickly determine which charitable planning tools at the Community Foundation…
December 19, 2024
Professional Advisor Newsletter
Estate Tax Planning: What’s Your Next Step?
All eyes are on potential changes to Federal tax laws with the incoming administration. Now is a…
November 26, 2024
Professional Advisor Newsletter
Choosing the Right Path: Navigating Multiple Charitable Strategies
Ultra-high-net-worth families often seek impactful, tailored approaches to philanthropy.…
November 13, 2024
Professional Advisor Newsletter
Starting Conversations About Charitable Giving: Tips for Advisors
Unlock the potential of charitable giving conversations with your clients. Discover simple tips to…
October 16, 2024
