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
Staying ahead of tax policy changes is no small task, and with 2025 approaching, major shifts could impact charitable giving strategies. Many attorneys, CPAs, and financial advisors turn to the… Read More
A massive shift in wealth is already underway. As Baby Boomers pass their assets to Gen X and Millennial heirs, an estimated $124 trillion will transfer in the U.S. through… Read More
Philanthropy isn’t just about major gifts and estate planning—it’s about building a culture of giving that spans generations. While it’s natural to focus on donors who are well-established in their… Read More
When disaster strikes, many of your clients may feel an urgent need to help. In the wake of devastating wildfires, the impulse to give is strong, but ensuring those contributions… Read More
Many of your philanthropic clients support a diverse range of charities year after year. Their motivations vary—some give because of personal experiences, board memberships, family traditions, or deeply held values. Read More
Tax season is one of the few times of the year when clients are particularly focused on financial planning. As an attorney, CPA, or financial advisor, you have a valuable… Read More
Advisors often say their happiest clients are those who incorporate charitable giving into their financial and estate plans. Whether it’s a “chicken or the egg” situation—are happier people more likely… Read More