Blog
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
Professional Advisor Newsletter
The Power of Appreciated Stock
Attorneys, accountants, and financial advisors like you are well aware of the tremendous benefits…
September 07, 2023
Professional Advisor Newsletter
Smart disaster giving can offer predictability to the unpredictable
Charitable giving support is not only needed immediately following a disaster such as a hurricane,…
September 06, 2023
Professional Advisor Newsletter
How “catch-up” contributions can boost clients’ giving
IRAs are a fantastic source of charitable gifts, not only through beneficiary designations, but…
August 31, 2023