News for Professional Advisors

Local giving: Our community nonprofits need us

Our community needs us. Whatever your passion is – from causes that support youths to parks to social services – local charitable giving can be particularly meaningful right now.

One Big Beautiful Bill: 3 insights for philanthropy

Are you wondering how the passage of the One Big Beautiful Bill will affect your clients? Here are three insights - on the standard deduction, charitable deductions for non-itemizers and the estate tax exemption.

Strategic giving options for clients beyond the Qualified Charitable Distribution

Naming a fund at the Community Foundation as a beneficiary of an IRA can be a powerful planning tool – allowing charitable intent to continue after death, reducing estate taxes and avoiding income tax that would otherwise be owed by heirs.

Create a lasting legacy with a Donor Advised Fund

Some clients, particularly those without children or close family, view philanthropy as a way to extend their values and their legacy. But what’s the right financial vehicle for them to make a lasting difference?

Community Foundations help align a client’s philanthropic goals with smart financial planning

Donating appreciated stock into a Donor Advised Fund is one charitable strategy before retirement.

5 moments that are charitable inflection points

Community Foundations provide significant advantages for individuals opening Donor Advised Funds.