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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
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
