News for Professional Advisors

Good to know: Planning with a charitable lead trust

It doesn't come up often, but when they do, charitable lead trusts can be powerful. A recent IRS ruling brings new attention to this philanthropic vehicle.

What happens to charitable assets in a divorce?

Philanthropy is deeply personal - but in a divorce, charitable assets can raise complex legal and financial questions. It's important to consider how proactive planning can avoid surprises.

Good news on retirement plans and charitable giving

The momentum around Qualified Charitable Distributions (QCDs) keeps rolling. Proposed legislation could make QCDs available through additional retirement accounts, creating even more opportunities for clients to support the causes they care about.

Unusual noncash assets can make great charitable gifts

Many potential donors hold substantial wealth outside traditional investment portfolios. Think classic cars, boats, aircraft and RVs. The Community Foundation has expertise in accepting unusual noncash gifts.

Video: Celebrating 20 years of Andy Patterson

CEO Andy Patterson recently celebrated 20 years of service with the Community Foundation. Under his leadership, the Community Foundation's assets and grantmaking have grown considerably. Community leaders came together to celebrate Andy in this video.

Smart asset allocation for charitable giving

A look at the new tax rules affecting IRAs, Qualified Charitable Distributions and more.