The One Big Beautiful Bill Act: What It Means for Charitable Giving
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law following a narrow House vote on the Senate’s amended version of H.R. 1. Spanning… Read More
On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law following a narrow House vote on the Senate’s amended version of H.R. 1. Spanning… Read More
In today’s uncertain economic landscape, nonprofit organizations are looking for smart, sustainable strategies to strengthen long-term financial health. One of the most effective ways to do that? Leveraging matching gifts… Read More
As a professional advisor, you’ve likely helped many clients explore the benefits of donor-advised funds (DAFs) as a tax-efficient, flexible tool for charitable giving. With their ease of use, streamlined… Read More
For advisors working with high-net-worth clients, particularly those who own closely-held businesses, philanthropy is often a key component of financial and estate planning. A recent Wall Street Journal article dubbed… Read More
As 2025 continues to unfold with economic uncertainty and potential tax policy shifts, it’s more important than ever to keep philanthropy at the center of your client conversations. Charitable giving… Read More
If you’re a nonprofit leader, you’ve likely heard from donors who are uneasy about market fluctuations. And if you’re someone keeping a close eye on your 401(k) or IRA, you… Read More
With nearly 150,000 private foundations in the United States and collective assets surpassing $1 trillion, it’s no surprise that many clients gravitate toward establishing a private foundation when planning their… Read More
At the community foundation, we’re proud to support so many incredible nonprofit organizations that are working each day to improve lives in our region. One of the most effective ways… Read More
When you’re helping a client plan their charitable legacy, one of the first strategic decisions is structural: should they establish a private foundation, open a donor-advised fund (DAF), or perhaps… Read More
Trust is the foundation of every advisor-client relationship. As an attorney, CPA, or financial advisor, your clients look to you for sound guidance—not only for managing wealth and planning for… Read More