These days, it seems as though there’s a subscription for anything you need. A recent study noted that the average consumer holds approximately 4.5 entertainment streaming subscriptions alone. With the...
No doubt you’ve seen the news that bequest giving declined by 4.4% in 2024, according to the just-released Giving USA report. As a nonprofit professional, though, you know that bequest...
One Big Beautiful Bill – May 22, 2025 President Trump’s sweeping 1,000 page tax and spending bill, One Big Beautiful Bill (“OBBB”), cleared a hurdle on Wednesday following a Congressional session lasting...
As you’ve watched the news about potential tax reform, a principle known as the “step-up in basis” might have caught your attention. Over the years, from time to time,...
Economic turbulence, inflation concerns, and a general sense of financial instability have made 2025 very challenging for a lot of people. As you consider how to support your favorite...
If you are 70 ½ and older, by now you’ve likely heard about a charitable giving tool called a Qualified Charitable Distribution (“QCD”), allowing you to direct a distribution...
It’s a natural human response to want to help in a crisis–even though it’s hard for many people to ask for help. Indeed, Stanford social psychologist Xuan Zhao notes that...
At some point during your adult life, you’ve likely realized that it would be wise to put in place a will, trust, and powers of attorney, as well as undertake...
If you encounter any situation with a client where charitable giving could be involved, please reach out to the community foundation! Our team is happy to serve as a sounding...