Advisor News
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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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