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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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 – […]
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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 […]
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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, […]
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January 6, 2025
by Jody Dilday, Philanthropic Advisor The end of 2024 may have been hectic for you and your clients, but now is the perfect time to help families start planning their charitable giving strategies for 2025. While year-end giving often feels urgent, planning early in the year offers even greater advantages. Here are the benefits of […]
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January 6, 2025
by Lesley Roberts, Philanthropic Advisor Advisors often share that their happiest clients are those who include charitable giving in their estate and financial plans. Whether philanthropy inspires happiness or happy people are drawn to giving, one thing is clear: incorporating charitable giving into financial planning delivers emotional and practical benefits. Advisors who embrace this conversation […]
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