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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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More questions
Advisor Blog
More Questions Than Answers: Pending Tax Legislation
June 2, 2025
There’s little doubt that you’ve seen extensive news coverage of the “Big Beautiful Bill” (H.R. 1) that passed the House of Representatives by a 215-214 vote on May 22, 2025, […]
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Moving from a private foundation to a Donor Advised Fund
Advisor Blog
A Happier Alternative? Moving From a Private Foundation to a Donor Advised Fund
May 1, 2025
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about […]
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