News for Professional Advisors

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.

Farmland gift illustrates benefits of working with Community Foundation

Leveraging an undivided interest in farmland offers an opportunity for tax efficiency and philanthropy.