A new year always means new opportunities, but for nonprofits, 2026 may also introduce new challenges, one of the biggest being securing corporate donations. Recent policy changes are shifting how… Read More
Keeping clients for the long haul is one of the most important things for any profession, and a key predictor of success. Not to mention, it’s usually easier and less… Read More
If you work with business owners, chances are you’ve at least heard of charitable gifts of closely held business interests. But if you haven’t personally facilitated one, you’re not alone—these… Read More
As market conditions shift and new legislation takes shape, advisors are reexamining every strategy that helps clients achieve their financial and charitable goals. One strategy in particular—already well-loved by many… Read More
If you’ve noticed more coverage of donor-advised funds in financial publications lately, you’re right on trend. These vehicles have quickly become one of the most popular tools for charitable giving—and… Read More
October is a busy month for those of us who care about giving back, and especially those of us who know what Q4 means in the giving world. But between… Read More
It’s no secret that nonprofits are facing mounting challenges. Inflation is raising operating costs, pandemic-era relief funds have run out, and the demand for services shows no signs of slowing… Read More
If you’ve ever felt like charitable tax planning is full of alphabet soup, you’re not alone. Between IRAs, QCDs, and now the One Big Beautiful Bill Act (OBBBA), even the… Read More
Every day, we partner with companies of all sizes to align charitable giving with both the business’s goals and community needs. Many businesses support local nonprofits through direct contributions or… Read More
At the community foundation, we work alongside advisors to help clients reach their charitable goals in ways that reflect their personal values. Some want their generosity to inspire others and… Read More