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Happy clients
Advisor Blog
Want Happy Clients? Then Talk About Charitable Giving.
January 7, 2025
Over the years, more than a handful of attorneys, CPAs, and financial advisors have shared with the Community Foundation team that their happiest clients seem to be those who’ve incorporated […]
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Playing the long game
Advisor Blog
Playing the Long Game: Encouraging Your Clients to Plan Ahead
January 7, 2025
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning […]
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sifting through it
Advisor Blog
Sifting Through It: What’s on the Legislative Menu That Could Impact Charitable Giving?
January 7, 2025
We all know that the new year and a new administration brings lots of potential change. So what is going on that you need to know to best serve your […]
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charitable planning reference guide
Advisor Blog
If This, Then That: Your Charitable Planning Quick Reference Guide
December 3, 2024
Do you ever wish you could skim a “charitable giving cheat sheet” to quickly determine which charitable planning tools at the Community Foundation might be a good fit for a […]
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