Charitable plans are built with the best of intentions: clarity, structure, long-term impact. And then life happens. A health scare redirects a client’s attention toward medical research. A grandchild’s school...
Donor-advised funds have earned their place in financial publications — and in your client conversations. As a planning tool, a DAF delivers real value: immediate charitable deductions, flexible grant timing,...
It’s a new year, and it is not lost on estate planning attorneys, financial advisors, and CPAs that the dawn of 2026 brings several changes to tax laws that could...
Recently, several attorneys, CPAs, and financial advisors have shared with us that affluent clients have begun to ask for guidance far beyond traditional estate, tax, and investment matters. For example,...
Recently, we’ve heard from several advisors that they are beginning to observe more instances of conflict in family philanthropy among their clients. In particular, it seems that clients who strive...
The One Big Beautiful Bill Act, H.R. 1, (“OBBBA”) the 2025 budget reconciliation bill, signed into law on July 4, 2025, implements major changes to the federal charitable contribution tax...
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...
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...
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...
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...