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Leveraging Community Foundations for Charitable Giving: A Comprehensive Guide for Business Owners

Leveraging Community Foundations for Charitable Giving: A Comprehensive Guide for Business Owners

In today’s business environment, corporate social responsibility isn’t just a buzzword—it’s a crucial component of a successful business strategy. Many companies, from small local enterprises to multinational corporations, are increasingly… Read More


Gifts of Appreciated Stock: Watching Your Money Work

Gifts of Appreciated Stock: Watching Your Money Work

Charitable giving is a commendable action, one that enriches communities and brings personal fulfillment for donors. For financial advisors, attorneys, and accountants, guiding clients on the most beneficial ways to… Read More


A Gift of Love and Vision: (Estate) Planning Your Legacy

A Gift of Love and Vision: (Estate) Planning Your Legacy

Have you ever considered the power your legacy holds? Imagine a world where your love and vision continue to impact lives long after you’re gone. Estate planning, often shrouded in… Read More


Charitable Contributions Are a Big Part of Tax Season

Charitable Contributions Are a Big Part of Tax Season

When tax season rolls around, it doesn’t just mean a time to crunch numbers; it’s also the perfect opportunity to kick off meaningful conversations with your clients about enhancing their… Read More


5 Questions Donors May Be Asking about Qualified Charitable Distributions (QCDs)

5 Questions Donors May Be Asking about Qualified Charitable Distributions (QCDs)

Qualified Charitable Distributions (QCDs) are a beneficial tool for financial and charitable planning. Yet, as their popularity grows, so does the confusion surrounding them. To ensure you’re well-equipped to navigate… Read More


FAQs: What Clients Ask About Charitable Giving at Tax Time

FAQs: What Clients Ask About Charitable Giving at Tax Time

As we delve into the heart of the tax season, attorneys, accountants, and financial advisors are urging clients to prepare their documents for the 2023 tax returns and strategize for… Read More


Tips for Serving Clients Who Love Local Giving

Tips for Serving Clients Who Love Local Giving

If you find that your clients are looking for local giving opportunities, our community foundation is ready to collaborate with you and your clients, offering guidance on maximizing… Read More


Unrestricted Giving, the Trust Factor, and Why It Matters to Your Clients: A Guide for Advisors

Unrestricted Giving, the Trust Factor, and Why It Matters to Your Clients: A Guide for Advisors

Every year, Americans contribute generously to charitable causes, supporting over a million organizations dedicated to enhancing the quality of life in our communities. This philanthropic spirit amounts to… Read More


Big Gifts, Bullish Portfolios, and Kids Who Move Away: A Guide for Professional Advisors

Big Gifts, Bullish Portfolios, and Kids Who Move Away: A Guide for Professional Advisors

As a professional advisor, we know you’re constantly seeking ways to enhance your services and provide valuable insights to your high net-worth clients. In 2024, one topic that… Read More


Planned Giving: It’s Never Too Early to Plant the Seeds

Planned Giving: It’s Never Too Early to Plant the Seeds

In today’s philanthropic landscape, it’s not just retirees and older generations who are thinking about the future. Surprisingly, Millennials and Generation Z are already setting their sights on becoming millionaires… Read More