Advisor News
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Worth a look: Charitable gifts of real estate
Feb 10, 2026
If your client base includes philanthropic individuals and families, you’re likely aware that gifts of real estate are an option to fund charitable giving. Real estate is the largest asset class in the world, yet various industry…
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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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