Three common client scenarios and charitable planning solutions
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...
Information and Resources for Donors and Professional Advisors
Apr 4th 2025
Tools for your charitable clients at all levels of giving
Many attorneys, CPAs, and financial advisors share with our team that one of the reasons their clients love working with the community foundation is because the foundation is truly the...
Apr 4th 2025
Women and philanthropy: Opportunity to grow your practice
Until recently, an attorney, CPA, or financial advisor’s relationship with many client couples has tended to focus on the male partner. Driving this dynamic is that male advisors historically have...
Apr 2nd 2025
Tax reform on the horizon: Speed reading for charitable planning
The team at the community foundation helps you stay up-to-date on legal and policy developments that could impact planning recommendations for your philanthropic clients. It is our pleasure to serve...
Apr 14th 2025
The rise of 401(k)s: Three must-know tips for charitable giving
As an attorney, CPA, or financial advisor, you’ve probably seen the news that the number of 401(k) accounts with balances topping $1 million had risen by 9.5% to 544,000 as...
Feb 6th 2025
Year-end checklist for clients’ charitable giving
Charitable giving during the final few weeks of the year makes up a significant portion of total revenue for most organizations. Some research even shows that a whopping 26% of...
Nov 26th 2024
Worth a double take: QCD Reminders
For your charitably-inclined clients who are 70 ½ and older, we simply cannot emphasize enough the benefits of a tool known as a Qualified Charitable Distribution, or “QCD.” A QCD...
Nov 26th 2024
Your community foundation team: “Yes, we do that!”
As an attorney, CPA, or financial advisor, you offer clients valuable knowledge and support. We’re grateful that so many of you regularly reach out to the team at the community...
Nov 26th 2024
Chevron Overturned: What is next for DAF Regs?
U.S. Supreme Court overturns the Chevron doctrine The severe blow recently dealt to federal agencies by the U.S. Supreme Court in overturning the Chevron1 doctrine in Loper Bright Enterprises v. Raimondo; Relentless, Inc. v. Dept...
Jul 31st 2024
Charitable Planning with Retirement Assets for Minor Children and Special Needs Beneficiaries
IRS issues final regulations on SECURE Act and SECURE 2.0 On July 18, 2024, the IRS issued final regulations on distributions from retirement plans relating to the SECURE Act passed...
Jul 31st 2024