News for Professional Advisors

Local nonprofits help people, families in need

Several nonprofits in Sioux Falls offer help to people experiencing homelessness, fleeing domestic violence or who were recently released from prison, especially during the winter months. Here are a few to consider supporting.

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.