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Reading your customer's minds
Advisor Blog
Charitable Mindset: What are Clients Thinking?
July 1, 2025
Don’t you wish you could read your clients’ minds? Understanding what clients really care about is crucial to constructing any estate or financial plan. When it comes to charitable giving, […]
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A case study for charitable clients
Advisor Blog
Start With Numbers: A Case Study for Charitable Clients
July 1, 2025
As an estate planning, tax, or wealth advisor, you play a critical role in helping your clients maximize the impact of charitable giving while also optimizing tax benefits. Unfortunately, only […]
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Advisor Blog
Easier Than You Might Think: Moving a Donor Advised Fund to the Community Foundation
June 2, 2025
As you advise clients on charitable giving, you’re likely aware of the growing popularity of the Donor Advised Fund as a flexible, tax-efficient tool for philanthropy. Many families appreciate how […]
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Business owners discussing giving to charity
Advisor Blog
Donating Business Interests: Why a Fund at The Community Foundation is the Ideal Recipient
June 2, 2025
If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy:” “Behind a paycheck, the largest […]
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