Advisor News
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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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Timing is everything: Mapping out clients’ 2025 charitable giving plans
Aug 28, 2025
It’s never been easy to navigate the ever-shifting tax rules to help clients structure charitable gifts, and now it’s even trickier. Major changes under the One Big Beautiful Bill Act…
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Start With Numbers: Donating Highly-Appreciated Assets
Jul 21, 2025
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. However, a…
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