Advisor News
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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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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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