Philanthropic Impact

 

Information and Resources for Donors and Professional Advisors

Focus on the future: Tools for clients who are active charitable planners

As you work with your charitable clients, you’ll likely encounter many who are absolutely sure they want to leave a gift to favorite charities in their estate plans, but they’re...

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Summertime reflections: Should your client give real estate to charity?

During the summer months, many people who own vacation homes may be reevaluating! Indeed, some of your clients may realize that they simply are not spending as much time at...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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