News for Professional Advisors

Smart asset allocation for charitable giving

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

Simplifying charitable giving in an estate plan

Deferred funds at the Community Foundation allow donors to structure their charitable giving over time.

Community Foundations offer meaningful giving

Clients can open Donor Advised Funds anywhere, but working locally provides important benefits.

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.

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.

Local nonprofits help people, families in need

Several nonprofits in Sioux Falls offer help to people experiencing homelessness, fleeing domestic violence or who were recently released from prison, especially during the winter months. Here are a few to consider supporting.