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Business succession planning
Advisor Blog
Business Succession Planning: Four Questions and A Word of Caution
July 2, 2026
At the Community Foundation, we work with a wide range of individuals, families, and businesses for whom charitable giving is a priority, especially related to supporting causes in our community […]
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Three Philanthropy trends
Advisor Blog
Three Important Philanthropy Trends for Charitable Planning
July 2, 2026
As attorneys, CPAs, and financial advisors, you’re dedicated to helping charitable clients navigate technical planning opportunities ranging from Donor Advised Funds and Qualified Charitable Distributions to charitable trusts and gifts [...
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IPOs and charitable clients
Advisor Blog
IPOs and Charitable Clients: Three Scenarios for Impact
July 2, 2026
If you keep an eye on initial public offerings, it’s been an exciting few weeks, especially if your clients are involved. As you work with clients who may hold stock […]
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Woman looking happy at her phone.
Advisor Blog
Good News Keeps Coming: Retirement Plans and Charitable Giving
June 2, 2026
You’ve no doubt noticed that Qualified Charitable Distributions (QCDs) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70-1/2. By […]
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