News for Professional Advisors

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.

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Taxes: 2 important recent rulings to consider

In two recent rulings, the underlying message is consistent: Courts and the IRS continue to apply the technical requirements governing charitable deductions with precision. Your clients’ good intentions are not enough.

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Women and philanthropy: Four insights to inform your practice

March is an especially good time to reflect on the evolving role of women in philanthropy because it’s Women’s History Month. Increasingly, women are leading charitable decisions in their families, especially as more women are serving as primary financial decision-maker.

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