Advisor News
-
Backdrop required: Informing your work with charitable clients
Aug 6, 2026
As attorneys, CPAs and financial advisors, you’re dedicated to helping charitable clients navigate technical planning opportunities ranging from donor-advised funds and Qualified Charitable Distributions to charitable trusts and gifts of complex assets. The Community Foundation is…
Continue reading -
Business succession planning: Four questions and one word of caution
Aug 5, 2026
At the Community Foundation, we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority, especially related to supporting causes in our community. In many…
Continue reading -
Professional Advisor Connections- July 2026
Aug 5, 2026
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 -
Getting creative: Unusual non-cash assets can make great charitable gifts
Jun 24, 2026
If you’re like many advisors, you may have discovered that often charitable giving conversations begin (and end!) with cash or appreciated stock. Of course, you are well aware that appreciated stock is an excellent choice…
Continue reading -
Professional Advisor Spotlight: Dave Barrett
Jun 23, 2026
It’s not often someone spends 50 years with the same employer, but that’s exactly what David Barrett did. At 20 years old, he began working on tax returns for what was then called Silverstein…
Continue reading