Advisor News
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Generational shifts: Fulfilling clients’ charitable wishes
Mar 21, 2025
Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their wealth to…
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For clients who love local causes, the Community Foundation is the place
Mar 20, 2025
Most of your philanthropic clients likely support a wide variety of nonprofit organizations year after year. The causes they support represent a range of motivations, including personal experience, a role…
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Scenarios to consider as tax time approaches
Mar 14, 2025
As attorneys, CPAs, and financial advisors, you are well aware that you have your clients’ attention when tax season rolls around. This makes it a great time to cover tax…
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Encouraging your clients to plan ahead in 2025
Jan 27, 2025
As a professional advisor, you and your clients may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump…
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Determining the Right Charitable Planning Tool for Clients
Dec 30, 2024
Which type of charitable planning tool is best for a particular client? That is a question we regularly get asked by attorneys, CPAs and financial advisors. At the Community Foundation,…
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Navigating multiple charitable strategies for clients
Dec 2, 2024
Charitable giving is always an important strategy to discuss with your clients. Many individuals and families are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes.…
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Tips for starting a charitable giving conversation
Nov 5, 2024
Whether the matter at hand is tax planning, updating wills and trusts, or structuring retirement portfolios, attorneys, CPAs and financial advisors are no strangers to tough conversations. How can those…
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Planning for Year-End in the Fall
Oct 11, 2024
As the year begins to wind down, consider tapping into your clients’ philanthropic interests as a catalyst to motivate them to start addressing year-end planning items right now rather than…
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Gifts of real estate to meet charitable goals
Sep 3, 2024
We are hearing from more and more attorneys, accountants, and financial advisors that your clients are expressing interest in giving real estate to charity. This is wonderful news! Gifts of real…
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July 2024 Professional Advisor Newsletter
Aug 7, 2024
Read our July 2024 Professional Advisor Connections newsletter for professional advisors. In this edition, you will learn about the Professional Advisor Honor Roll Luncheon, where we proudly brought back the Gordon…
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