News for Professional Advisors

Apples and oranges: Lifetime and legacy giving with IRAs

Retirement assets are becoming an increasingly important part of charitable planning. Americans hold more than $50 trillion in retirement accounts - nearly $20 trillion of which are held in IRAs. Meanwhile, the Great Wealth Transfer is underway, with more than $120 trillion expected to change hands over the coming decades. As retirement assets continue to grow and the Great Wealth Transfer accelerates, consider making two questions a regular part of conversations with charitably inclined clients.

5 year-end charitable giving conversations you need to have

New charitable deduction rules took effect in 2026, and markets may have created opportunities for clients to give appreciated assets - not to mention the usual changes in families, businesses and finances that are inevitable every year. To make the most of these situations, here are five important conversations to have with your clients this year.

‘Bunching’ strategy may help clients achieve tax, charitable goals

By concentrating, or “bunching,” donations into one year, your client may be better positioned to itemize deductions in that year while claiming the standard deduction in subsequent years, potentially producing greater cumulative tax savings over time.

3 great reasons to choose a Donor Advised Fund at the Community Foundation

A Donor Advised Fund (DAF) at the Sioux Falls Area Community Foundation can provide the same core features clients expect from a national provider, while also connecting them to local knowledge, personal service and a deeper understanding of charitable opportunities in the Sioux Falls area.

Business succession planning: Four questions and one word of caution

When business owners are looking at succession plans, it's the perfect time to include the Community Foundation. Charitable planning options are available that time perfectly with as business succession event.

Board development event draws crowd of 300

More than 300 people in the nonprofit industry came together on Wednesday to learn how to better serve the community. “We care in this community, and we show up,” said Andy Patterson, CEO of the Sioux Falls Area Community Foundation, which hosted the event.