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Advisor Blog
Advisor Blog
February 3, 2025
In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, many of your clients are understandably eager to provide assistance to those affected. This may […]
Advisor Blog
February 3, 2025
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, including personal experience, a role as […]
Advisor Blog
February 3, 2025
Tax season is a great time to cover tax planning strategies for the current year and beyond. To help incorporate charitable giving topics into your tax season client conversations, we’ve […]
Advisor Blog
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 […]