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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
Professional Advisor Support
6 Tax-Friendly Tips for Guiding Your Clients’ Year-End Giving
Get ahead of the year-end giving rush! With 26% of online donations happening in December, now’s…
October 01, 2024
Professional Advisor Newsletter
Key Charitable Planning Insights for Fall
The Community Foundation team is dedicated to staying informed about current events and legal…
September 25, 2024
Professional Advisor Support
Legacy Giving: Unlocking Opportunities for Your Clients
August is National Make-A-Will Month, a time when your clients may encounter more information about…
July 09, 2024
Professional Advisor Newsletter
Diversify Your Clients' Giving: Smart Alternatives to Cash Donations
When your client is preparing to contribute to a fund at the Community Foundation or another…
June 25, 2024
Professional Advisor Newsletter
Latest Donor-Advised Fund News
The team at the Community Foundation regularly tracks legislation, legal developments, trends,…
April 09, 2024
Professional Advisor Newsletter
Fund Types Tailored to your Client’s Charitable Goals
Just as each client has a customized estate and financial plan tailored to their individual…
March 07, 2024
Professional Advisor Support
Tax Trends to Watch: Five Developments Impacting Charitable Giving
The team at the Community Foundation is constantly on the lookout for trends and developments in…
January 12, 2024
Professional Advisor Support
Leadership Giving and Why it Matters to your Clients
We continue to see an uptick in the number of families who are interested in diversifying their…
January 09, 2024
Professional Advisor Support
Numbers to Know in 2024
The IRS has issued increases to key planning thresholds, including tax bracket breakpoints,…
January 03, 2024
Professional Advisor Newsletter
What’s deductible and what’s not?
As you talk with clients about supporting their favorite charities in their estate plans, it’s a…
October 18, 2023
Professional Advisor Newsletter
Moving a commercial donor-advised fund to the Community Foundation
Before you recommend a DAF at a national financial institution, consider the Community Foundation.…
October 10, 2023
