News for Professional Advisors

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.

Community Insights: Capital Campaigns

Capital campaigns are booming right now, and it can be hard for your clients to determine which ones they want to support. The Community Foundation is here to help.

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.