News for Professional Advisors

Stay in the know with charitable tax rules in 2026

New year, new tax rules - here are a few reminders as you help your clients with charitable giving plans.

Case Study: Integrating philanthropy into a business exit

Early coordination among legal, tax and philanthropic advisors can create a lasting legacy that benefits the business and the community.

Community Foundations offer tailored experiences

Clients can open Donor Advised Funds anywhere, but working locally provides important benefits - deep community knowledge, donor connections and exceptional customer experience.

New postal service rule could affect year-end tax documents and charitable donations for 2025

A change to the U.S. Postal Service rules about postmarks could affect how the timing of mailed charitable gifts is determined - and if they qualify for a 2025 income tax deduction.

Charitable planning helps retain clients across generations

Thoughtful engagement with a client’s next generation improves the chances of maintaining the relationship across transitions. Philanthropy, in particular, provides a uniquely meaningful avenue to build trust, spark conversation and ensure continuity.

Last call for 2025 current tax rules

As you counsel clients through year-end tax planning, the Community Foundation encourages you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions of the One Big Beautiful Bill Act (OBBBA) take effect on Jan. 1, 2026.