Advisor News
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Postmarks, rule changes, and remedies for clients’ 2025 charitable gifts
Feb 3, 2026
By Megan Sommerfeldt, Senior Director, Gift Planning If you were surprised to read about the ripple effect of a seemingly small change in the U.S. Postal Service regulations late last…
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Case study: A QCD conversion in action
Jan 22, 2026
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they come up in a client conversation, you are…
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Why donor-advised funds are still essential
Jan 15, 2026
By Megan Sommerfeldt, Senior Director, Gift Planning For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. That’s because many taxpayers…
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2025 action required: Last call for current tax rules
Dec 16, 2025
By Megan Sommerfeldt, Director, Gift Planning As you counsel clients through year-end tax planning, the Community Foundation encourages you to remind them that 2025 presents a critical window of opportunity…
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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!…
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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…
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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…
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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…
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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…
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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…
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