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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, […]
CFAAC Stories
January 8, 2025
Kate Caldwell Jim Humphrey Jennifer Pratt Karen Whaley Looking back on the past year, we extend our heartfelt appreciation to our four retiring board members. Their hard work and […]
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 […]
Advisor Blog
January 7, 2025
Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that stop you from helping families get a jump on their charitable planning […]
Advisor Blog
January 7, 2025
We all know that the new year and a new administration brings lots of potential change. So what is going on that you need to know to best serve your […]