Advisor News
-
Professional Advisor Connections- November 2025
Dec 8, 2025
Did you know that we offer a newsletter for professional advisors? If you’re an attorney, CPA or financial planner who works with clients on achieving their charitable giving goals, check it out!…
Continue reading -
Rare but powerful “charitable exits”: Know it when you see it
Nov 20, 2025
If your client base includes business owners, you’re no doubt at least generally aware of the benefits of giving closely-held business interests to charity. Beyond that, though, the details may…
Continue reading -
Donor-advised funds: Flexible, tax-friendly, and just the beginning
Nov 13, 2025
As attorneys, CPAs and financial advisors, you’ve no doubt noticed that financial publications’ coverage of donor-advised funds is increasing. This is no surprise, considering that these popular vehicles can help…
Continue reading -
Professional Advisor Spotlight: Dave Burgio
Oct 27, 2025
Helping others achieve financial independence is a calling for Dave Burgio. “There's so much sacrifice that goes into everybody's financial decisions each and every day, and helping them make the…
Continue reading -
Tax savings while fulfilling charitable objectives
Oct 22, 2025
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients…
Continue reading -
The New Rules of Using IRAs for Giving
Sep 23, 2025
Let’s face it— the rules for using IRAs to give to charity were complicated before the One Big Beautiful Bill Act (OBBBA) got thrown into the mix. Let’s address five…
Continue reading -
One Big Beautiful Bill Act: Three big picture pointers
Sep 18, 2025
“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever since the One Big Beautiful Bill…
Continue reading -
Quiet types: Spotting clients who prefer to give anonymously
Sep 3, 2025
At the Community Foundation, we’re dedicated to helping your clients achieve their charitable goals. We’re honored to serve as your trusted resource for tax-efficient giving strategies, helping your clients maximize…
Continue reading -
Timing is everything: Mapping out clients’ 2025 charitable giving plans
Aug 28, 2025
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act…
Continue reading -
Start With Numbers: Donating Highly-Appreciated Assets
Jul 21, 2025
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. However, a…
Continue reading
