News for Professional Advisors

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.

Lean in to local needs through The Giving Depot

Community Foundation can offer expertise and guidance for your clients’ giving to causes they hold dear.