Advisor News
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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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Tax savings while fulfilling charitable objectives
Oct 22, 2025
We’ve rounded the corner into the fourth quarter! As the calendar year draws to a close, you’re likely well aware that charitable giving is not only important to your clients…
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The New Rules of Using IRAs for Giving
Sep 23, 2025
Let’s face it— the rules for using IRAs to give to charity were complicated before the One Big Beautiful Bill Act (OBBBA) got thrown into the mix. Let’s address five…
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One Big Beautiful Bill Act: Three big picture pointers
Sep 18, 2025
“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever since the One Big Beautiful Bill…
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Quiet types: Spotting clients who prefer to give anonymously
Sep 3, 2025
At the Community Foundation, we’re dedicated to helping your clients achieve their charitable goals. We’re honored to serve as your trusted resource for tax-efficient giving strategies, helping your clients maximize…
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