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 […]
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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. […]
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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 […]
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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 […]
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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 […]
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June 9, 2025
by Lesley Robers, Philanthropic Advisor As charitable giving becomes a bigger part of life for individuals, families, and businesses, it can be overwhelming to navigate your options and decide where to start. The good news? Giving doesn’t have to be complicated. When you work with the Community Foundation, you get: Personalized service from real people […]
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June 9, 2025
by Jody Dilday, Philanthropic Advisor The word “philanthropist” can sound lofty—reserved for billionaires like Bill Gates or MacKenzie Scott. But the truth is, anyone who makes an effort to improve the lives of others is a philanthropist, and that includes YOU. At the Community Foundation, we believe everyone can be a philanthropist. It’s at the […]
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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 […]
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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 […]
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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 […]
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