Advisor News
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Estate planning: Go beyond the thirteen magic words
Oct 19, 2026
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard of this, and you may…
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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…
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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…
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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!…
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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…
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