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,...
Information and Resources for our Philanthropic Partners
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
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