Advisor News
-
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…
Continue reading -
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…
Continue reading -
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…
Continue reading -
Charitable mindset: What are clients thinking?
Jul 15, 2025
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving,…
Continue reading -
Charitable remainder trusts: What, where, who, why, when, and how?
Jul 2, 2025
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For…
Continue reading