October Is a Month to Celebrate Giving
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
Three Tips for Nonprofits Navigating Tough Times
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
OBBBA, IRAs, and QCDs: Oh My!
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
The New Floor and Ceiling: How Tax Law Changes Will Impact Corporate Giving
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
Guiding Clients Who Want Their Philanthropy to Stay Private
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
Making the Most of National Make-A-Will Month
Every August, National Make-A-Will Month shines a spotlight on the importance of planning for the future. For nonprofits, this nationwide awareness campaign creates a natural opening to connect with supporters… Read More
Making the Most of 2025: Charitable Giving Strategies Under the New Tax Rules
Navigating charitable giving has never been simple, especially when tax laws are in constant motion. Now, in 2025, the challenge has become even more complex—and potentially more rewarding—thanks to the… Read More
Inside the Charitable Mindset: What Your Clients Are Really Thinking
If you’ve ever wondered what truly motivates your clients to give, you’re not alone. Understanding their mindset is essential to helping them build estate and financial plans that reflect their… Read More
Bequest Giving Declined in 2024–Should Nonprofits Be Concerned?
You may have seen recent headlines saying that bequest giving dropped by 4.4% in 2024, according to the newly released Giving USA report. For many nonprofit professionals, this decline… Read More
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
Maximizing Impact: Using Matching Gifts to Grow Your Endowment
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
Donor-Advised Funds: Same Benefits, More Local Impact
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
Why Community Foundations Are Ideal Recipients for Business Gifts
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
Philanthropy: It’s a Marathon, Not a Sprint
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
Making the Most of Your IRA and Managing 401(k) Drops: A Tax-Savvy Way to Support the Causes You Love
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
A Happier Alternative? Moving from a Private Foundation to a Donor-Advised Fund
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
Building for the Future: Two Ways to Grow Endowment Support
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
Private Foundation vs. Donor-Advised Fund: It’s Not Either/Or
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 Everything: Supporting Your Clients’ Charitable Vision
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
Tax Changes in 2025: What Advisors Need to Know
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