Advisor News
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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…
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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…
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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…
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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…
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Charitable mindset: What are clients thinking?
Jul 15, 2025
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving,…
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Charitable remainder trusts: What, where, who, why, when, and how?
Jul 2, 2025
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For…
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Moving from a private foundation to a donor-advised fund
Jun 26, 2025
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about…
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Professional Advisor Spotlight: Bob Ingrasci
Jun 20, 2025
“I take great pleasure in working with families that span multiple generations and serving as their trusted advisor,” said Bob Ingrasci. “I take pride in aiding them in preserving their legacies…
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Professional Advisor Spotlight: Nickole Garrison
Jun 4, 2025
“It’s so rewarding to work with multi-generational families who are engaging in philanthropy together,” said Nickole Garrison, CPA, CFP. Nickole spent many years in auditing and consulting roles at large…
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Weighing the options: Private foundation or donor-advised fund?
May 1, 2025
When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Certainly you are familiar with…
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