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Planning for Clients’ Incapacity: Why Charitable Intentions Matter
December 1, 2025
The team at the Community Foundation is honored to work with attorneys, CPAs, and financial advisors to help clients turn generosity into lasting impact. Of course, as you work with […]
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Advisor Blog
A Key to Client Retention: Consider Charitable Planning
December 1, 2025
Retaining clients is a cornerstone of long-term business success, no matter the profession or industry. Keeping an existing client, and earning additional work from that client, is far easier and […]
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Advisor Blog
2025 Action Required: Last Call for Current Tax Rules
December 1, 2025
As you counsel clients through year-end tax planning, the Community Foundation encourages you to remind them that 2025 presents a critical window of opportunity for charitable giving before major provisions […]
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Advisor Blog
Donor Advised Funds: Flexible, Tax-friendly, and Just the Beginning
November 3, 2025
As attorneys, CPAs, and financial advisors, you’ve no doubt noticed that financial publications’ coverage of Donor Advised Funds is increasing. This is no surprise, considering that these popular vehicles can […]
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