5 Family Philanthropy Lessons from Susan Schoenfeld
The hardest questions in family wealth aren’t financial — they’re human. How much do you tell your children about the family’s wealth, and when? How do you raise kids who...
Information and Resources for our Philanthropic Partners
Jun 22nd 2026
Your Clients Will Change Their Minds. That’s a Feature, Not a Bug.
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...
Apr 21st 2026
A Donor-Advised Fund Is a Starting Point. Here’s What Comes Next.
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,...
Apr 21st 2026
FAQs: Charitable giving considerations for 2026 and beyond
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...
Jan 7th 2026
Philanthropy advising? Yes, we do that!
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,...
Oct 15th 2025
Generational philanthropy: Tips for structure, success, and impact
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...
Oct 8th 2025
Legislative Update: One Big Beautiful Bill Act
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...
Oct 6th 2025
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...
Jul 23rd 2025
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...
Jul 23rd 2025
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...
Apr 4th 2025