Blog

May 9, 2025

By Lesley Roberts, Philanthropic Advisor As 2025 unfolds with uncertainty, philanthropy remains a powerful strategy for your clients—especially during economic shifts. Here are three key trends to watch as you help clients stay focused on long-term impact. 1. Clients Still Want to Give While overall giving may dip in tough times, committed donors typically continue […]

May 9, 2025

By Jody Dilday, Philanthropic Advisor There are nearly 150,000 private foundations in the U.S., holding over $1 trillion in assets. So, it’s common for people to consider starting one when planning their charitable giving. You probably have clients who already have a private foundation. But donor advised funds (DAFs) are growing fast—there are almost 2 […]

May 9, 2025

by Ashley Coldiron, Chief Development Officer If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up.  For most attorneys, CPAs, and financial advisors, CRTs don’t come along every day. Because a CRT can be such an […]

April 2, 2025

By Lesley Roberts, Philanthropic Advisor Incorporating philanthropy into your child’s birthday celebration can be both fun and meaningful. Instead of gifts, kids can collect donations for a favorite cause, such as books for a children’s hospital or pet supplies for an animal shelter. Beyond the party, teaching kids about giving fosters lifelong generosity. Here are […]

April 2, 2025

By Jody Dilday, Philanthropic Advisor When disaster strikes, the urge to help is natural. Yet, effective crisis giving requires thoughtful planning. Here’s how to ensure your donation makes the greatest impact: Verify the Charity: Give to reputable organizations with a proven track record. Check our nonprofit directory to find and verify organizations you’re considering. Cash […]

April 2, 2025

By Ashley Coldiron, Chief Development Officer Planning for the future is important, and that includes making a will, setting up a trust, and creating financial plans for retirement. But have you considered including charitable giving in your estate plan? The Community Foundation is here to help you align your giving with your values while maximizing […]

March 7, 2025

Carroll County Community Foundation Board of Directors are working to continue the charitable legacy of the late Wayne and Janet Clark. Supporters of the Community Foundation since its inception in 2001, the Clarks created their own named endowment in 2002 which endures today – lending financial assistance to many projects throughout the county in their […]

March 6, 2025

by Jody Dilday, Philanthropic Advisor Keeping up with tax law changes is a challenge, and 2025 is shaping up to be a landmark year. Many advisors turn to the Community Foundation for insights on legislative shifts that could impact charitable giving. Here’s what you need to know: Tax Cuts and Jobs Act (TCJA) Sunset – […]

March 6, 2025

by Lesley Roberts, Philanthropic Advisor As the holiday glow fades, many clients face the annual stress of gathering tax documents and working with their CPAs, financial advisors, and tax attorneys. Preparing for last year’s filings and planning for the year ahead can feel overwhelming. This year, several factors make tax season particularly challenging: Uncertainty in […]

March 6, 2025

by Ashley Coldiron, Chief Development Officer A major wealth transfer is underway as Baby Boomers prepare to pass assets to their Gen X and Millennial children. The numbers are staggering—$124 trillion in U.S. wealth is expected to change hands by 2048, with $105 trillion going to heirs and $18 trillion earmarked for philanthropy. For advisors, […]