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Advisor Blog, Featured
The Great Wealth Transfer: The Value of Partnerships Between Heirs and Professional Advisors
May 20, 2024
The Great Wealth Transfer presents opportunities and challenges for families and their professional advisor partners. The question is: is everyone prepared? First, the opportunities: if you are inheriting significant wealth, […]
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Community Connector CFAAC Newsletter
Community Connector Monthly Newsletter
Community Connector – March 2026
March 5, 2026
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Advisor Blog
Case Study: Business Owners Exit With a Family Legacy
March 3, 2026
As an attorney, CPA, or financial advisor, you probably work with several clients who own a family business. You’ve likely also considered that there may be a role for strategic […]
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Advisor Blog
Following the Rules: Two Important Tax Rulings
March 3, 2026
At the Community Foundation, we value the role you play in helping individuals and families make the most of their charitable giving. That’s why we’re committed to providing regular updates […]
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Advisor Blog
Women and Philanthropy: Four Insights to Inform Your Practice
March 3, 2026
At the Community Foundation, we’re honored to work with hundreds of individuals, families, and businesses who support a wide range of charitable causes. The generosity and commitment across generations and […]
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