News for Professional Advisors

Year-end charitable giving

As we look ahead to the end of the calendar year, we are ready to assist you and your clients with end-of-year giving and grantmaking.

Community Insights: Nonprofits Working to Address Homelessness

Sioux Falls is not immune to the trends that see a growing number of people who are unhoused across the country. Here are just a few agencies making a difference in the community. Contact us to learn more about how to maximize your clients' philanthropy to support organizations like these.

Community Insights: Organizing Disaster Relief

Recently, when the Sioux Falls area experienced severe flooding, Leif Ericson Day Camp suffered significant damage. In response, donors at the Community Foundation acted swiftly.

Unlocking the Potential of CRTs and CLTs

As we navigate the evolving landscape of planned giving, it is crucial to explore the strategic advantages of Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs).

Case Study: Focused Giving Strategies

We recently worked with a family who has a robust philanthropic plan, but wanted to make sure their personal and business giving strategies were laser-focused on their distinct goals.

Giving in the Golden Years

Serving retired clients can often be challenging since their needs and interests can be markedly different from individuals still in the workforce.