News for Professional Advisors

Crypto is Back

Cryptocurrency markets are buzzing once again and the recent surge in value is prompting more individuals to consider donating Bitcoin and other cryptocurrencies to charitable causes.

Case Study: Transitioning a Private Foundation

As donors’ needs change over time, the complexities of a standalone foundation don’t always continue to make sense. In these situations, a donor advised fund can offer a simpler experience and advantages over a private foundation.

Legislative Focus: SECURE 2.0 Act and the Sunset of the Tax Cuts and Jobs Act

It may be a good time to start having conversations with your clients about how philanthropic planning can help them prepare for upcoming legislative changes.

Tips for Smarter Giving: We Know Philanthropy

Our team of experienced staff are experts in their field, with specialized training focused on complex gift planning and acceptance, as well as the art of facilitation within multi-generational families.

Spotting Opportunity: Moving From a Commercial Fund to the Community Foundation

While many financial institutions offer donor advised funds, the Community Foundation provides its fund holders with a wider range of services, personalized attention, and stronger ties to local nonprofit organizations.

Case Study: Benefits of Donating Appreciated Stock

His clients’ portfolio allocations were out of balance due to significant gains created by out-performing stocks. See how we worked with one advisor to help his clients donate appreciated stock, a strategy that helped them achieve their charitable goals, avoid taxes on capital gains, and make a difference for our community.