Advisor News
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For clients who love local causes, the Community Foundation is the place
Mar 20, 2025
Most of your philanthropic clients likely support a wide variety of nonprofit organizations year after year. The causes they support represent a range of motivations, including personal experience, a role…
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Scenarios to consider as tax time approaches
Mar 14, 2025
As attorneys, CPAs, and financial advisors, you are well aware that you have your clients’ attention when tax season rolls around. This makes it a great time to cover tax…
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Encouraging your clients to plan ahead in 2025
Jan 27, 2025
As a professional advisor, you and your clients may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump…
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Determining the Right Charitable Planning Tool for Clients
Dec 30, 2024
Which type of charitable planning tool is best for a particular client? That is a question we regularly get asked by attorneys, CPAs and financial advisors. At the Community Foundation,…
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Navigating multiple charitable strategies for clients
Dec 2, 2024
Charitable giving is always an important strategy to discuss with your clients. Many individuals and families are philanthropic, of course, and charitable gifts reduce taxable income and avoid estate taxes.…
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