Giving Insights

By Jody Dilday, Philanthropic Advisor Many people are surprised by the wide range of giving options available at the Community Foundation, including donor-advised funds (DAFs). If you already have a DAF with a national financial institution, you can even transfer it here. Why choose a donor-advised fund at the Community Foundation? All the basics you […]

By Ashley Coldiron, Chief Development Officer With just a few months left in 2025, now is the time to review your charitable giving strategy, especially in light of the new One Big Beautiful Bill Act (OBBBA). Here are three tips to discuss with your advisors (and with us—we’d be glad to join the conversation): Take […]

By Lesley Roberts, Philanthropic Advisor At the Community Foundation, we help individuals, families and businesses support the causes they care about—today and for the future. When you establish a donor-advised fund or other type of fund, you likely have favorite charities in mind. Our team can help you continue supporting those organizations and introduce you […]

By Lesley Roberts, Philanthropic Advisor  Corporate giving just got more complex. Here’s what business owners need to know about the One Big Beautiful Bill Act:  1. A new “floor” arrives in 2026. Charitable gifts won’t be deductible until they exceed 1% of taxable income. Example: A company with $100 million in taxable income must give over […]

By Jody Dilday, Philanthropic Advisor  With new tax laws swirling, many advisors are asking: “Did the rules change for Qualified Charitable Distributions (QCDs)?”  Here are four key reminders:  1. Rules are unchanged. Taxpayers 70½+ can still direct up to $108,000 from an IRA to a qualified charity, including some funds at the Community Foundation.  2. QCDs […]

By Ashley Coldiron, Chief Development Officer  Since the One Big Beautiful Bill Act (OBBBA) became law on July 4, 2025, one question keeps coming up: “What does this mean for charitable planning?”  Here are three high-level reminders to keep in mind as you guide your clients:  1. “I’ll be back.” While OBBBA extended many favorable provisions—like […]

July 7, 2025

The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025, after the House of Representatives approved the Senate’s changes to H.R. 1, which passed the House by a narrow margin in May.  The OBBBA, with nearly 900 pages of provisions, reshapes policy across major sectors of the U.S. […]

July 3, 2025

By Jody Dilday, Philanthropic Advisor Wouldn’t it be helpful to read your clients’ minds? Especially when it comes to understanding their values, goals, and charitable intent. Good news: You don’t have to guess. Research provides helpful insights into what motivates charitable clients, and how you can meet them where they are. Consider this: In 2024 […]

July 3, 2025

By Lesley Roberts, Philanthropic Advisor As an estate planning, tax, or wealth advisor, you play a key role in helping your clients make the most of their charitable giving, maximizing both impact and tax benefits. But according to a 2023 survey, just 19.2% of advisors bring up charitable giving regularly with clients, and 44.2% do […]

June 9, 2025

by Ashley Coldiron, Chief Development Officer There’s been a lot of buzz around H.R. 1 (the “Big Beautiful Bill”)  which passed the U.S. House on May 22 by a narrow vote. As it heads to the Senate, changes are expected—so nothing is final yet. Still, it’s smart to be aware of provisions that could affect […]