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Professional Advisor Newsletter
Beyond Cash and Stock: Helping Clients Give Unusual Assets to Charity
The momentum around Qualified Charitable Distributions (“QCDs”) keeps rolling forward! Proposed…
July 02, 2026
Professional Advisor Newsletter
When "Rare" Becomes Relevant: A Fresh Look at Charitable Lead Trusts
Charitable lead trusts may not come up often, but when they do, they can be powerful. We can help…
June 22, 2026
Professional Advisor Newsletter
Tax Season Is Over, But the OBBA Conversation Is Just Beginning
Many clients are now noticing the impact of the One Big Beautiful Bill Act. This is a prime moment…
June 11, 2026
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
